Financial Planner

1 month ago

Oakville, Ontario, Canada Royal Bank of Canada Full time

Job Opportunity:

As a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of high-net-worth clients within the financial services industry.

Key Responsibilities:

  • Provide comprehensive financial planning advice and guidance to clients to help them achieve their long-term financial goals.
  • Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
  • Actively maintain and expand your portfolio of clients using value-based relationship management practices.
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.

Requirements:

  • 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
  • Fluent in English and Arabic is an asset

What We Offer:

  • Full-time 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

About Royal Bank of Canada:

Royal Bank of Canada is a leading financial institution that provides a wide range of financial services to individuals, businesses, and institutions. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

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