Financial Planning Expert

4 days ago


Lethbridge, Alberta, Canada Royal Bank of Canada Full time

RBC Dominion Securities offers a comprehensive opportunity for a Financial Planning Expert to join their team. With a strong brand and reputation, you will have the autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance in a flexible environment.

Job Summary:

An Investment Advisor at RBC Dominion Securities provides personalized financial planning and investment advice to high-net-worth individuals, families, and business owners. This is a challenging yet rewarding role that requires excellent people and problem-solving skills to build and maintain client relationships.

Responsibilities:

  • Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for clients
  • Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure clients are supported in all aspects of their financial lives
  • Collaborate with other advisors and specialists to provide comprehensive advice and solutions to clients
  • Stay up-to-date on market trends, economic conditions, and regulatory changes to deliver informed advice and guidance to clients

Requirements:

  • Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)
  • A passion for financial planning and a keen interest in portfolio management
  • Strong relationship-building skills and an ability to connect with all types of individuals
  • Experience in a direct marketing role, financial services, and shown success in high-value sales and business development

Benefits:

  • A comprehensive Total Rewards package that prioritizes overall wellbeing, with flexible and modern benefits, including parental leave
  • Autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance in a flexible environment
  • Flexible work arrangements and leaders who support needs—both personal and professional

Compensation: $120,000 - $180,000 per annum, plus bonus opportunities based on performance.

About RBC:

RBC Dominion Securities is a leading provider of investment and wealth management services. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. Join our team and be part of a dynamic and innovative organization that values diversity, equity, and inclusion.



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