Senior Investment Funds Advisor
Core
Manage and expand an established client portfolio, providing tailored investment recommendations and financial planning advice to foster trust and retention.
Role type
Senior Investment Funds Advisor (Wealth Management)
Builds
Active and index investment solutions, retirement products, and general financial planning services
Domain
Financial Services / Wealth Management / Investment Management
Deliverable
client delivery
Required skills
Client relationship management, Business development, Financial planning expertise, Regulatory compliance, Retirement product knowledge, Investment product knowledge
Preferred skills
Bilingual French proficiency, Conduct and Practices Handbook (CPH) completion, Chartered Investment Manager (CIM) designation
Technologies
RSPs, LIFs, IPPs, RIFs, TFSAs, RESPs
Responsibilities
Develop long-term client relationships, Provide financial planning concepts (tax, estate, retirement), Improve client retention and asset consolidation, Expand client base via referrals, Connect clients with additional RBC services, Stay informed of regulatory changes, Coach and develop junior advisors
Seniority
Senior, hands-on IC with mentorship duties