Financial Advisor, Wealth Management

3 weeks ago

OWEN SOUND, Canada Royal Bank of Canada Full time
Job Summary

As a seasoned Financial Planner, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. With a strong support system and internal partners, you will be able to provide world-class advice and solutions to help clients achieve their long-term financial goals.

Key Responsibilities
  • Provide tailored financial planning advice and solutions using our comprehensive 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 continuously meet their 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
  • Must be mobile within the Owen Sound Market
What's in it for you?

We offer a comprehensive Total Rewards Program, world-class training programs, and career development opportunities. You will be part of a dynamic, collaborative, and high-performing team where initiative and hard work are recognized and rewarded.

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