Financial Planner

2 days ago

Toronto, Ontario, Canada Royal Bank of Canada> Full time
{"Job Summary": "As a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals.", "What is the opportunity?": "You will have the opportunity to work with a dynamic, collaborative, and progressive team to deliver trusted advice to help clients thrive and communities prosper. You will be responsible for providing tailor-made financial planning advice and helping clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions.", "What will you do?": "
  • Provide financial planning advice and help clients reach their goals, using our investment, credit, and everyday banking solutions.
  • Maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets.
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
", "What do you need to succeed?": "
  • Financial Planning Designation (PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years' experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to develop a strong referral network
", "What's in it for you?": "We offer a world-class training program in financial services, flexible work/life balance options, and a dynamic, collaborative, and progressive work environment. You will have the opportunity to work with a high-performing team and achieve success that is mutual.", "Job Skills": "
  • Financial planning expertise
  • Investment knowledge
  • Client relationship management skills
  • Networking and client acquisition skills
", "Additional Job Details": "
  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, and progressive team
  • A world-class training program in financial services
  • Flexible work/life balance options
", "Inclusion and Equal Opportunity Employment": "At Royal Bank of Canada, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.", "Join our Talent Community": "Stay in-the-know about great career opportunities at Royal Bank of Canada. Sign up and get customized info on our latest jobs, career tips, and Recruitment events that matter to you."}

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