Financial Services Professional

3 days ago

Hamilton, Ontario, Canada Royal Bank of Canada Full time
Job Summary

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

Key Responsibilities
  • Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions.
  • Actively 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.
Requirements
  • Financial Planning Designation (QAFP, PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years' experience in financial planning within a financial institution
  • Strong investment and credit experience/knowledge
  • Proven networking and client acquisition skills
  • Ability to develop a strong referral network
What's in it for you?
  • Full-time RBC 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

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