Senior Investment Consultant

4 days ago


Windsor, Windsor and Maidenhead, United Kingdom Royal Bank of Canada Full time

**Job Summary:**

We are seeking a highly skilled Senior Investment Consultant to join our team at Royal Bank of Canada. This is a dynamic role that requires strong financial planning expertise and exceptional client service skills.

As a Senior Investment Consultant, you will be responsible for creating custom investment solutions for prospective and existing clients within the Windsor market. Your primary objective will be to provide world-class advice and solutions to help clients achieve their long-term financial goals through creativity, motivation, and drive for new investment sales.

Your key responsibilities will include:

  • Providing tailor-made financial planning advice and solutions to clients
  • Acquiring and consolidating existing and new-to-RBC clients and assets
  • Connecting clients with the right RBC team members
  • Developing external business referral sources through networking, marketing, and your centres of influence

To succeed in this role, you will need a Financial Planning Designation, Mutual Funds License, minimum 2 years' experience in financial planning, proven networking and client acquisition skills, ability to cultivate strong partner relationships, and digital savviness.

In return, you will enjoy a comprehensive Total Rewards Program, world-class training programs, a dynamic and collaborative work environment, flexible work schedule, and innovative mobile technology.

The salary range for this position is approximately $70,000-$90,000 per year, depending on experience.



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