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Brandon, Manitoba, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help...
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Financial Planner
2 months ago
Unlock Your Potential as a Financial Planner
About the Role
We are seeking a highly motivated and experienced Financial Planner to join our team at Royal Bank of Canada. As a Financial Planner, you will be responsible for creating custom investment solutions for prospective and existing RBC clients. You will work closely with internal partners to acquire and consolidate existing and new-to-RBC clients and assets.
Key Responsibilities
- Provide tailored financial planning advice and solutions using RBC's unparalleled array of investment and portfolio solutions
- Acquire and consolidate existing and new-to-RBC clients and assets
- Connect clients with the right RBC team members to help continuously meet their needs
- Develop external business referral sources through networking, marketing, and your centres of influence
Requirements
- Financial Planning Designation (PFP or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years' experience in financial planning
- Proven networking and client acquisition skills
- Ability to cultivate strong partner relationships
- Digital Savviness, ability to effectively utilize mobile applications
- Bilingual - English and German Speaking an asset
What We Offer
- A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
- World-class training programs and career development opportunities
- The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
- A flexible work schedule based on client preferences and your own work/life balance
- Innovative mobile technology to ensure your success
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