Investment Advisor
Core
Help high-net-worth individuals, families, and business owners reach their financial goals by providing personalized planning and investment advice.
Role type
Investment Advisor (Wealth Management)
Builds
Customized investment portfolios and wealth management plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Outbound sales, relationship building, financial planning, portfolio management, client counseling
Preferred skills
Direct marketing, high-value sales, business development
Technologies
Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services
Responsibilities
Build and maintain client relationships, create customized portfolios, leverage RBC resources, establish reciprocal relationships with banking and insurance partners
Seniority
Mid-level (4-6 years experience)