Financial Planner, Investment and Retirement Planning Specialist
4 weeks ago
Job Opportunity Overview
As a highly skilled Investment and Retirement Planning Specialist at Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients. With a strong focus on providing world-class advice and solutions, you will help clients achieve their long-term financial goals.
Key Responsibilities
- Provide tailored financial planning advice and solutions using a comprehensive range of investment and portfolio solutions.
- Acquire and consolidate existing and new clients and assets, building strong relationships and trust.
- Connect clients with the right team members to meet their ongoing needs and provide exceptional service.
- Develop external business referral sources through networking, marketing, and strategic partnerships.
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 and ability to effectively utilize mobile applications
What We Offer
- A comprehensive Total Rewards Program, including 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.
About Us
Royal Bank of Canada is a leading financial institution 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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