Financial Planning Professional

1 day ago


Lethbridge, Alberta, Canada Royal Bank of Canada> Full time

About This Role

At Royal Bank of Canada, we're committed to helping our clients achieve their financial goals. As a Financial Planning Professional, you'll play a key role in providing exceptional client service and support to our Financial Planners.

About the Job

This is a full-time salaried position working 37.5 hours per week in Lethbridge, Canada. The ideal candidate will have previous experience in investments and mutual funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course).

Key Responsibilities

  1. Support Financial Planners with preparations for client meetings and assist with simple investment solutions and referrals to appropriate partners.
  2. Maintain a superior level of client experience and service, ensuring accuracy of documentation and follow-ups as required.
  3. Leverage routines to ensure efficient completion of client tasks, identifying areas for improvement to realize efficiencies.
  4. Maximize opportunities to effectively identify client needs, make referrals, acquire new investment clients, and track progress against the team's annual plan.
  5. Exercise due diligence in following all policies and procedures, identifying operational risk areas and suggesting corrective actions.

What You'll Need to Succeed

  • Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
  • Previous experience in investments
  • Demonstrated success working in a fast-paced environment with the ability to manage competing priorities and multitask
  • IT literacy, including Microsoft Office suite and digital knowledge
  • Excellent communication skills and ability to interact with partners effectively
  • Flexibility, eagerness to learn, strong personal ethics, and a hunger for success

Benefits

  • A comprehensive Total Rewards Program, including competitive compensation, bonuses, and flexible benefits
  • Ongoing opportunities for career advancement and professional development
  • A dynamic, collaborative, progressive, and high-performing team

Why Join Us?

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. We care about each other, reaching our potential, making a difference in our communities, and achieving mutual success.



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