Financial Planner

5 days ago

Municipality Of North Perth, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

As a Financial Planner at Royal Bank of Canada, you will create custom financial solutions for prospective and existing clients within the financial services industry. You will work alongside internal partners to acquire and consolidate existing and new clients and assets, providing tailor-made financial planning advice and solutions using our array of investment and portfolio solutions. Your creativity, motivation, and drive for new financial sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

Key Responsibilities

  • Provide financial planning advice and solutions to clients using our investment and portfolio solutions

  • Acquire and consolidate existing and new 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

Must-have

  • 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 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.

  • A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options

  • World-class training programs and career development opportunities

  • The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded

  • A flexible work schedule based on client preferences and your own work/life balance

  • Innovative mobile technology to ensure your success

Additional Job Details

Job Type: Regular

Pay Type: Commission

Platform: PERSONAL & COMMERCIAL BANKING

Employment Type: Full time

Work hours/week: 37.5

Country: Canada

City: NORTH PERTH

Address: 175 WALLACE AVE N

Posted Date: 2024-09-12

Application Deadline: 2024-10-08

Inclusion and Equal Opportunity Employment

At Royal Bank of Canada, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at Royal Bank of Canada. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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