Financial Planner
2 weeks ago
Job Summary
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. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your ability to provide world-class advice and solutions that help clients achieve their long-term goals is what sets you apart.
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 (PFP or CFP or QAFP)
Mutual Funds License (IFIC or CSC)
Minimum 3 years' experience in financial planning within a financial institution
Strong investment and credit experience/knowledge
Ability to be decisive in decision making and process heavy volumes
Proven networking and client acquisition skills
Ability to develop a strong referral network
Fluent in English and Second Language is an asset
What's in it for you?
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.
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
Job Skills
Business Opportunities, Customer Relationship Management (CRM), Finance Strategy, Financial Products, Holistic Financial Planning, Investments, Relationship Building
Additional Job Details
Address: ELLIOTT LAKE BRANCH, 2 SASKATCHEWAN RD:ELLIOT LAKE
City: ELLIOT LAKE
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: PERSONAL & COMMERCIAL BANKING
Job Type: Regular
Pay Type: Salaried
Posted Date:
Application Deadline:
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