Financial Planner, Investment and Portfolio Manager

1 month ago

Mile House, British Columbia, Canada Royal Bank of Canada Full time

Job Opportunity Overview

As a highly skilled Investment and Retirement Planner at Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients. You will work closely with internal partners to acquire and consolidate existing and new clients, and develop external business referral sources through networking and marketing efforts.

Key Responsibilities

  • Provide tailored financial planning advice and solutions using a wide range of investment and portfolio solutions.
  • Acquire and consolidate existing and new clients and assets.
  • Connect clients with the right RBC team members to meet their ongoing needs.
  • Develop external business referral sources through networking, marketing, and centers 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 and ability to effectively utilize mobile applications.

What We Offer

  • 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.

Job Skills

  • Adaptability.
  • Business development.
  • Client-centricity.
  • Curiosity.

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