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Financial Planner, Investment Specialist

2 months ago

Moose Jaw, Saskatchewan, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the Opportunity?

As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the financial services industry. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that help clients achieve their long-term financial goals.

Key Responsibilities

  • Provide tailored financial planning advice and solutions using our comprehensive array of investment and portfolio solutions, including proprietary and select third-party mutual fund solutions
  • Acquire and consolidate existing and new clients and assets, building strong relationships with clients and internal partners
  • Connect clients with the right RBC team members to help continuously meet their needs, ensuring seamless service delivery
  • Develop external business referral sources through networking, marketing, and your centres of influence, expanding your professional network

Requirements

Must-have

  • Financial Planning Designation (QAFP, PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years' experience in financial planning, with a proven track record of success
  • Proven networking and client acquisition skills, with the ability to cultivate strong partner relationships
  • Digital savviness, with the ability to effectively utilize mobile applications

What's in it for you?

We offer a comprehensive Total Rewards Program, including flexible benefits, a competitive commission structure, and pension options. You will also have access to world-class training programs and career development opportunities, as well as the advantage of working with a dynamic, collaborative, and high-performing team where initiative and hard work are recognized and rewarded. You will have a flexible work schedule based on client preferences and your own work/life balance, ensuring a healthy and productive work environment.

Additional Job Details

Job Type:

Full time

Pay Type:

Commission

Platform:

Financial Services

Employment Type:

Regular

Work hours/week:

37.5

Country:

Canada

Industry:

Banking and Financial Services