Financial Planning Specialist

2 weeks ago

Montreal, Quebec, Canada Royal Bank of Canada> Full time
Job Summary

We are seeking a highly skilled Financial Planning Specialist to join our team at the Royal Bank of Canada. As a key member of our financial services team, you will be responsible for managing and growing a portfolio of mass affluent clients.

Key Responsibilities
  • Provide comprehensive financial planning advice and guidance to clients, helping them achieve their long-term goals.
  • Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
  • Collaborate with internal stakeholders to leverage the bank's resources and expertise, delivering exceptional client service and driving business growth.
Requirements
  • Financial Planning Designation (IPF) or equivalent experience.
  • Mutual Funds License (IFIC or CSC) or equivalent experience.
  • Minimum 3 years' experience in financial planning or a related field.
  • Proven ability to develop and maintain strong client relationships, with a focus on building trust and delivering exceptional service.
  • Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders.
What We Offer
  • A competitive salary and bonus structure, with opportunities for career advancement and professional growth.
  • A comprehensive benefits package, including health, dental, and vision coverage.
  • A dynamic and supportive work environment, with opportunities to collaborate with experienced professionals and develop new skills.
Why Join Us

The Royal Bank of Canada is a leading financial institution with a long history of innovation and excellence. We are committed to building a diverse and inclusive workplace, where employees can grow and thrive. If you are a motivated and results-driven professional with a passion for financial planning and client service, we encourage you to apply for this exciting opportunity.

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