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Financial Planning Specialist
2 months ago
As a Financial Planner at Royal Bank of Canada, you will have the opportunity to work with a dynamic team to provide comprehensive financial planning services to our clients. Your expertise in financial planning will enable you to create tailored solutions to help clients achieve their long-term goals.
Key Responsibilities:
* Provide financial planning advice and guidance to clients
* Develop and maintain relationships with clients to understand their financial needs and goals
* Collaborate with other team members to provide a comprehensive range of financial services
* Stay up-to-date with industry trends and developments to ensure the highest level of service to clients
Requirements:
* Financial Planning Designation (PFP or CFP or QAFP)
* Mutual Funds License (IFIC or CSC)
* Minimum 3 years' experience in financial planning within a financial institution
* Strong investment and credit experience/knowledge
* Ability to be decisive in decision making and process heavy volumes
* Proven networking and client acquisition skills
* Ability to develop a strong referral network
* Fluent in English and a Second Language is an asset
What's in it for you?
* Full-time RBC employee status with unlimited earning potential and full benefits
* Work with a dynamic, collaborative, progressive, and high-performing team
* A world-class training program in financial services
* Flexible work/life balance options
Job Skills
Business Development, Client Centricity, Communication, Long Term Planning
Additional Job Details
* Employment Type: Full time
* Pay Type: Salaried
* Platform: PERSONAL & COMMERCIAL BANKING
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