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Financial Planner, Investment Specialist

2 months ago

Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full time
{"Job Summary": "As a Financial Planner, Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Moose Jaw market. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.", "What You Will Do": "
  • Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund 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
", "What You Need to Succeed": "
  • Financial Planning Designation (QAFP, 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
", "What's in it for you": "
  • 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
", "Additional Job Details": "

1251 MAIN ST N:MOOSE JAW

MOOSE JAW

Canada

37.5

Full time

PERSONAL & COMMERCIAL BANKING

Regular

Commission

", "Inclusion and Equal Opportunity Employment": "At Royal Bank of Canada, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.", "Join our Talent Community": "Stay in-the-know about great career opportunities at Royal Bank of Canada. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at Royal Bank of Canada. Find out how we use our passion and drive to enhance the well-being of our clients and communities"}