Investment Advisor
| Company | Royal Bank of Canada |
|---|---|
| Location | Detroit, MI, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level, Senior |
Requirements
- 4-6 years of outbound sales experience
- Completion of the Canadian Securities Course (CSC) or will complete prior to start date
- Passion for financial planning
- Strong relationship building skills
Responsibilities
- Build a client base of high-net-worth individuals, families, and business owners
- Leverage RBC’s extensive investment and wealth management resources to create customized portfolios and wealth plans
- Foster trusted, often multi-generational, long-term relationships using personalized service and advice
- Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance
Preferred Qualifications
- Experience in a direct marketing role, financial services, and shown success in high value sales and business development, regardless of industry/discipline
- Completed the Conduct and Practices Handbook (CPH)
- Completed the Personal Financial Planner (PFP)
- Completed the Chartered Investment Manager (CIM)
- Completed the Chartered Financial Analyst (CFA)