Financial Planner

5 days ago

Hamilton, Ontario, Canada Royal Bank of Canada Full time
Job Opportunity

We are seeking a highly motivated and experienced Financial Planner to join our team at Royal Bank of Canada. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the Greater Hamilton market.

Key Responsibilities
  • Provide tailored financial planning advice and solutions using our comprehensive range of investment and portfolio solutions.
  • Acquire and consolidate existing and new-to-RBC clients and assets.
  • Connect clients with the right RBC team members to help meet their ongoing needs.
  • Develop external business referral sources through networking, marketing, and your centres of influence.
Requirements
  • Financial Planning Designation (PFP or CFP or QAFP).
  • 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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