Wealth Management Advisor

4 weeks ago

Westlock, Canada Royal Bank of Canada> Full time

Position Overview

Role Description

As a Financial Planner at RBC, you will have the chance to oversee and enhance a portfolio of affluent clients. Your role involves conducting thorough evaluations of your clients' financial situations, fostering long-lasting relationships through exceptional guidance, financial planning knowledge, and continuous support. Your enthusiasm for achieving objectives and your dedication to comprehensive financial planning drive you to deliver top-tier advice and solutions that empower clients to realize their long-term aspirations. With a blend of fixed and performance-based compensation, you can shape the future you envision for yourself and the clients you serve.

Key Responsibilities

  • Deliver customized financial planning guidance and assist clients in achieving their objectives, utilizing our extensive range of investment, credit, and banking solutions
  • Proactively manage and grow your client portfolio through value-driven relationship management practices, meeting performance benchmarks
  • Build partnerships with service providers and local markets to maximize business prospects and referrals

Qualifications for Success

Essential Requirements

  • Financial Planning Designation (PFP, QAFP, or CFP)
  • Mutual Funds License (IFIC or CSC)
  • At least 3 years of experience in financial planning
  • Demonstrated networking and client acquisition capabilities
  • Ability to cultivate a robust referral network
  • Willingness to work evenings and weekends

What We Offer

We are driven by the challenge to excel, innovative thinking to foster growth, and collaboration to provide trusted advice that helps our clients succeed and communities thrive. We value each other, strive to reach our potential, make a positive impact in our communities, and achieve mutual success.

  • Full-time employment status with unlimited earning potential and comprehensive benefits
  • Collaborate with a dynamic, inclusive, and high-performing team
  • Access to a world-class training program in financial services
  • Flexible work/life balance options

Core Competencies

Business Development, Client Focus, Communication, Long-Term Financial Planning

Commitment to Diversity

At RBC, we are dedicated to fostering diversity and inclusion for innovation and growth. We strive to create inclusive teams and an equitable workplace where employees can be their authentic selves. We are actively addressing issues of inequity and systemic bias to support our diverse talent, clients, and communities.

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