Financial Advisor, Portfolio Specialist

6 days ago


Stratford, Ontario, Canada Royal Bank of Canada Full time

About the Opportunity

We are seeking a skilled Financial Planner to join our team in Listowel, Arthur and Drayton, ON. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients.

Key Responsibilities

  • Provide tailored financial planning advice and solutions using our array of investment and portfolio solutions
  • Aquire 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 or CFP or QAFP)
  • 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

What's in it for You?

We offer a comprehensive Total Rewards Program, including a competitive commission structure and pension options. Our world-class training programs and career development opportunities will help you grow professionally.

About the Company

Royal Bank of Canada is a dynamic and collaborative company that values initiative and hard work. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Compensation

The estimated annual salary for this position is $80,000 - $120,000 based on industry standards and location.


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