Career Opportunities in Financial Planning

2 weeks ago


Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full time
Overview
Royal Bank of Canada is a leading financial institution seeking experienced professionals to join our team as Financial Planners. In this role, you will be responsible for creating custom investment solutions for clients and driving business growth through prospecting and networking activities.

Salary: The estimated annual salary for this position is around $80,000-$110,000, depending on experience and qualifications. This figure takes into account the average cost of living in Moose Jaw, SK, and industry standards for financial planners in similar roles.

Job Description:
Create Value for Clients
You will work with clients to understand their financial goals and create tailored investment plans to help them achieve success. Your expertise in financial planning and analysis will enable you to provide world-class advice and solutions that meet the evolving needs of your clients.

Drive Business Growth
You will be responsible for acquiring and consolidating existing and new-to-RBC clients and assets. Your creativity, motivation, and drive for new investment sales will be essential in meeting business targets and contributing to the bank's overall growth.

Required Skills and Qualifications:
To succeed in this role, you will need:
- A Financial Planning Designation (QAFP, PFP, 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

Benefits:
We offer a comprehensive Total Rewards Program that includes flexible benefits, competitive commission structure, and pension options. Our employees also enjoy world-class training programs and career development opportunities that help them grow professionally and personally. Additionally, we foster a dynamic, collaborative, and high-performing team environment where initiative and hard work are recognized and rewarded.

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