Financial Planner

1 month ago

Brandon, Manitoba, Canada Royal Bank of Canada Full time
Job Title: Financial Planner, Investment

Job Summary:

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 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 our comprehensive range 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 meet their ongoing 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 and 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.

At RBC, we are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.

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