Financial Planning Specialist
6 days ago
Job Overview
Royal Bank of Canada is a leading financial institution offering a wide range of banking and investment services. We are seeking a skilled Financial Planning Specialist to join our team.
About the Role
This role involves creating custom investment solutions for prospective and existing clients. The successful candidate will work independently, leveraging their creativity and motivation to acquire new clients and assets. They will also be supported by internal partners who refer clients to them.
Responsibilities
- Provide tailored financial planning advice and solutions using RBC's array of investment and portfolio options.
- Acquire 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 centres of influence.
Requirements
- A Financial Planning Designation (PFP or CFP) is mandatory.
- A Mutual Funds License (IFIC or CSC) is required.
- The ideal candidate should have at least 2 years' experience in financial planning.
- Proven networking and client acquisition skills are essential.
- The ability to cultivate strong partner relationships is crucial.
- Digital savviness and proficiency in utilizing mobile applications are necessary.
Benefits
Royal Bank of Canada offers a comprehensive Total Rewards Program including flexible benefits, a competitive commission structure, and pension options. Our team members enjoy world-class training programs, career development opportunities, and a dynamic, collaborative work environment where initiative and hard work are recognized and rewarded.
Estimated Salary
$80,000 - $120,000 per year, based on location and experience.
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Brandon, Manitoba, Canada RBC Full timeCareer Opportunity OverviewWe are seeking an experienced Financial Planning Specialist to join our team in Brandon, Manitoba. As a key member of our organization, you will be responsible for creating customized investment solutions for clients and acquiring new business opportunities.
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