Financial Advisor, Investment Strategist

1 day ago


Oakville, Ontario, Canada Royal Bank of Canada Full time
Job Summary

As a Financial Advisor, Investment Strategist at Royal Bank of Canada, you will create custom investment 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 unparalleled array of investment and portfolio solutions.

Key Responsibilities
  • Provide financial planning advice and solutions to clients using our proprietary and select third-party mutual fund 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
  • Financial Planning Designation (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, ability to effectively utilize mobile applications
What We Offer
  • 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


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