Professional Wealth Strategist

4 days ago


London, Ontario, Canada Royal Bank of Canada Full time

Unlock your potential as a Financial Planner, Investment with Royal Bank of Canada

Company Overview

Royal Bank of Canada is a leader in the financial industry, dedicated to helping individuals and families achieve their long-term goals. With our unparalleled array of investment and portfolio solutions, you will have the opportunity to provide world-class advice and solutions that help clients thrive.

Estimated Salary

$100,000 - $150,000 per year, based on experience and performance.

Job Description

As an RBC Financial Planner, Investment, you will create custom investment solutions for prospective and existing clients within the London Market. You will be responsible for:

  • Providing tailor-made financial planning advice and solutions using our best-in-class proprietary and select third-party mutual fund solutions.
  • Acquiring and consolidating existing and new-to-RBC clients and assets.
  • Connecting clients with the right RBC team members to help continuously meet their needs.
  • Developing external business referral sources through networking, marketing, and your centres of influence.
Required Skills and Qualifications

To succeed in this role, you will need:

  • A Financial Planning Designation (PFP or CFP or QAFP).
  • A 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.
Benefits

We offer a comprehensive Total Rewards Program, including:

  • A competitive commission structure.
  • Pension options.
  • A flexible work schedule based on client preferences and your own work/life balance.
  • Innovative mobile technology to ensure your success.
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.



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