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Financial Planner, Investment Specialist
2 months ago
Job Summary
We are seeking a highly motivated and experienced Financial Planner to join our team at the Royal Bank of Canada. As an Investment and Retirement Planner, you will be responsible for creating custom investment solutions for our clients, providing them with expert advice and guidance to help them achieve their long-term financial goals.
Key Responsibilities
- Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
- Provide expert advice on investment products and services, including mutual funds, stocks, and other investment vehicles.
- Build and maintain strong relationships with clients, understanding their financial situations and providing tailored solutions to meet their needs.
- Collaborate with internal partners to identify new business opportunities and grow our client base.
- Stay up-to-date with market trends and regulatory changes, ensuring that our clients receive the best possible advice and guidance.
Requirements
- Financial Planning Designation (PFP or CFP or QAFP).
- Mutual Funds License (IFIC or CSC).
- Minimum 2 years' experience in financial planning.
- Proven track record of building and maintaining strong client relationships.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
What We Offer
- A comprehensive compensation package, including a competitive salary and bonus structure.
- Opportunities for professional growth and development, including training and mentorship programs.
- A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional client service.
- The chance to work with a leading financial institution, with a reputation for excellence and integrity.
