Financial Planner, Investment and Retirement Planning Expert

2 months ago

Kamloops, British Columbia, Canada Royal Bank of Canada> Full time
{"Job Summary": "As a Financial Planner, Investment and Retirement Planning Expert at Royal Bank of Canada, you will provide expert advice and solutions to clients to help them achieve their long-term financial goals. You will work closely with clients to understand their financial needs and develop tailored investment and retirement plans to meet those needs. Your expertise in financial planning, investment, and retirement planning will enable you to provide world-class advice and solutions to clients.

Key Responsibilities:

* Provide expert financial planning advice and solutions to clients
* Develop and implement tailored investment and retirement plans for clients
* Work closely with clients to understand their financial needs and goals
* Collaborate with internal partners to provide comprehensive financial solutions to clients

Requirements:

* Financial Planning Designation (PFP, QAFPTM 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

At Royal Bank of Canada, 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.

Join us in our mission to enhance the well-being of our clients and communities.

Apply now to become a part of our team and start your journey with Royal Bank of Canada"}

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