Base: $85,000 - $100,000; bonus/equity: up to 1.5x...
Proactive client service
Financial planning support
Client relationship management
The role involves working closely with an Investment Advisor team to deepen client relationships and grow the business through proactive advice and support
Job Summary
The role involves working closely with an Investment Advisor team to deepen client relationships and grow the business through proactive advice and support.
Employees benefit from a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
RBC fosters an inclusive workplace culture based on shared values of Client First, Integrity, Collaboration, Respect, and Excellence, promoting professional growth and innovation.
Matching Summary
The role involves working closely with an Investment Advisor team to deepen client relationships and grow the business through proactive advice and support.
Salary
Base: $85,000 - $100,000; Bonus/Equity: Up to 1.5x base salary discretionary incentive; Benefits: Comprehensive Total Rewards Program including bonuses and flexible benefits
Skills & Requirements
Must-have
Proactive client service
Financial planning support
Client relationship management
Investment portfolio support
Business growth and development
Collaborative teamwork
Problem resolution skills
Nice-to-have
Growth- and goals-oriented mindset
Strong communication skills
Meticulous attention to detail
Use of Microsoft Office Suite
High client service skills
Working with High Net Worth clients
Dynamic and progressive team environment
Key Requirements
Registered Representative (RR) approval with IIROC
Canadian Investment Regulatory Exam (CIRE)
Retail Securities Exam
Certified Financial Planner (CFP) or Personal Financial Planner (PFP)