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
Independent Investment Advisor (100% commission)
Builds
Customized investment portfolios and wealth management plans
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Outbound sales, client relationship building, financial planning, portfolio management, regulatory exam completion (CIRE/RSE)
Preferred skills
Direct marketing experience, high-value sales, CFP, CIM, CFA certifications
Technologies
RBC investment and wealth management resources
Responsibilities
Build and maintain a client base of high-net-worth individuals; create customized portfolios and wealth plans; foster long-term trusted relationships; establish reciprocal relationships with banking and insurance partners.