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Financial Planner, Investment and Retirement Solutions Specialist

2 months ago

Saanich, Canada Royal Bank of Canada> Full time
{"Job Summary": "As a Financial Planner, Investment and Retirement Solutions Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.", "Key Responsibilities": "
  • Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
  • 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 your centres of influence
", "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
", "What's in it for you?": "
  • 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
", "About the Role": "This role is part of the Personal and Commercial Banking platform at Royal Bank of Canada. The ideal candidate will have a strong background in financial planning and a proven track record of success in client acquisition and relationship building.", "Inclusion and Equal Opportunity Employment": "At Royal Bank of Canada, 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.", "Join our Talent Community": "Stay in-the-know about great career opportunities at Royal Bank of Canada. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.", "About Royal Bank of Canada": "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.", "Additional Job Details": "
  • Address: 777 ROYAL OAK DR:SAANICH
  • City: SAANICH
  • Country: Canada
  • Work hours/week: 37.5
  • Employment Type: Full time
  • Platform: Personal and Commercial Banking
  • Job Type: Regular
  • Pay Type: Commission
", "Job Skills": "Adaptability, Business Development, Client Centricity, Curiosity"}