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Financial Planner, Investment and Retirement Planning Expert

1 month ago

Richmond, British Columbia, Canada Royal Bank of Canada Full time
{"Job Title: Financial Planner, Investment and Retirement Planning Expert

Job Summary: We are seeking a highly skilled Financial Planner, Investment and Retirement Planning Expert to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for prospective and existing clients.

Key Responsibilities:

* Provide tailored financial planning advice and solutions using our unparalleled array of investment and portfolio solutions
* Acquire and consolidate existing and new-to-RBC clients and assets
* Connect clients with the right RBC team members to help continuously meet their needs
* Develop external business referral sources through networking, marketing, and your centres of influence

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, ability to effectively utilize mobile applications
* Punjabi language skills (fluency) required

What's in it for you?

* A comprehensive Total Rewards Program of 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

Why RBC?

At RBC, we thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

How to Apply:

If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity. Please submit your application through our website.