Investment Specialist

2 weeks ago


Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full time
Job Description

As a key member of the Royal Bank of Canada team, you will create custom investment solutions for prospective and existing clients within the Moose Jaw market. 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:

  1. Provide financial planning advice and solutions using the bank's array of investment and portfolio solutions.
  2. Acquire and consolidate existing and new clients and assets.
  3. Connect clients with the right RBC team members to help continuously meet their needs.
  4. Develop external business referral sources through networking and marketing.

Requirements:

  1. Financial Planning Designation (QAFP, PFP, or CFP).
  2. Mutual Funds License (IFIC or CSC).
  3. Minimum 2 years' experience in financial planning.
  4. Proven networking and client acquisition skills.
  5. Ability to cultivate strong partner relationships.
  6. Digital savviness, ability to effectively utilize mobile applications.

What's in it for you?

  • A comprehensive Total Rewards Program.
  • World-class training programs and career development opportunities.
  • The advantage of working with a dynamic, collaborative, and high-performing team.
  • A flexible work schedule.
  • Innovative mobile technology to ensure your success.


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