Wealth Management Advisor

3 weeks ago


Windsor, Windsor and Maidenhead, United Kingdom RBC Windsor Full time

Are you passionate about helping individuals achieve their financial goals? As a Financial Planning Specialist at RBC Windsor, you will work closely with high-net-worth clients to create customized investment portfolios and wealth plans that meet their unique needs. With our comprehensive resources and guidance, you will have the autonomy to build and run your own business within the RBC brand.

We are seeking an experienced professional with excellent communication skills, strong analytical abilities, and a keen interest in portfolio management. If you have a passion for financial planning and a proven track record of success in high-value sales and business development, we encourage you to apply.

About the Role:

  • Build trusted relationships with high-net-worth clients and provide personalized financial advice
  • Create customized investment portfolios and wealth plans to meet client needs
  • Leverage RBC's extensive resources and guidance to drive business growth
  • Foster collaboration with internal partners to ensure seamless delivery of services

What We Offer:

  • A competitive base salary of $80,000 - $120,000 per year, plus unlimited earning potential through commission and fees
  • A comprehensive Total Rewards package that prioritizes your overall well-being
  • Flexible work arrangements and leaders who support your needs both personal and professional

Requirements:

  • Bachelor's degree in a related field (e.g., finance, economics)
  • Minimum 2 years of experience in financial services or a related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to build and maintain strong relationships with clients and internal partners


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