Financial Planning Specialist for Investment and Portfolio Solutions

3 weeks ago


White Rock, British Columbia, Canada Royal Bank of Canada Full time

At Royal Bank of Canada, we are seeking a highly motivated Financial Planning Specialist to join our team. This is a full-time opportunity that offers a comprehensive compensation package, including a competitive salary.

Salary: $85,000 - $110,000 per year, based on experience and qualifications.

About the Role

We are looking for an experienced financial planning professional who can provide world-class advice and solutions to help clients achieve their long-term financial goals. As a Financial Planning Specialist, you will be responsible for creating custom investment solutions for prospective and existing clients.

Your key responsibilities will include providing tailor-made financial planning advice and solutions, acquiring and consolidating existing and new-to-RBC clients and assets, connecting clients with the right RBC team members, and developing external business referral sources through networking and marketing.

Requirements
  • Financial Planning Designation (PFP, QAFPTM 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
Benefits

As a member of our team, you will enjoy a comprehensive Total Rewards Program that includes flexible benefits, a competitive commission structure, and pension options. You will also have access to world-class training programs and career development opportunities, as well as a dynamic and collaborative work environment where initiative and hard work are recognized and rewarded.

About Us

Royal Bank of Canada is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities and promote diversity and inclusion for innovation and growth.



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