Senior Financial Advisor

1 month ago


Windsor, Windsor and Maidenhead, United Kingdom Royal Bank of Canada Full time
Unleash Your Potential as a Senior Financial Advisor

We are seeking an experienced and skilled Senior Financial Advisor to join our team at Royal Bank of Canada. As a Senior Financial Advisor, you will have the opportunity to work with high-net-worth individuals, families, and business owners to create customized portfolios and wealth plans that meet their complex financial needs.

About the Role

This is a full-time position that offers a comprehensive Total Rewards package, including a competitive base salary and unlimited earning potential through commission and fees. You will also have the autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance in a flexible environment.

Key Responsibilities
  • Develop and maintain relationships with clients to understand their financial goals and objectives.
  • Create and implement customized investment strategies to meet client needs.
  • Leverage RBC's extensive investment and wealth management resources to create comprehensive wealth plans for clients.
  • Foster trusted, long-term relationships with clients using personalized service and advice.
Requirements

To be successful in this role, you will need:

  • Strong relationship building skills and an ability to connect with all types of individuals.
  • A passion for financial planning and a keen interest in portfolio management.
  • Experience in a direct marketing role, financial services, and success in high-value sales and business development.
  • Completed certifications such as the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).
What We Offer

In addition to a competitive compensation package, we offer:

  • A comprehensive Total Rewards package that prioritizes your overall wellbeing.
  • Flexible and modern benefits, including parental leave.
  • A base salary and unlimited earning potential through commission and fees.
  • Autonomy to build and run your own business within the RBC brand.
  • Leaders who are invested in your success, including mentorship and career development programs.
  • Flexible work arrangements and leaders who support your needs—both personal and professional.

Estimated Salary: $120,000 - $180,000 per year.



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