High-Performance Financial Planner and Investment Strategist
1 week ago
At Royal Bank of Canada, we are seeking a highly skilled and motivated Financial Planner and Investment Strategist to join our team. This is an exciting opportunity for a results-driven professional who can create custom investment solutions for prospective and existing clients.
As an RBC Financial Planner and Investment Strategist, you will work closely with internal partners to identify new business opportunities and build strong relationships with clients. 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.
About the Role:
- Develop and implement customized investment plans for clients, leveraging RBC's array of proprietary and select third-party mutual fund solutions
- Acquire and consolidate existing and new-to-RBC clients and assets, utilizing your expertise in financial planning and investment strategies
- Build strong relationships with clients, understanding their needs and providing tailored advice and solutions
- Pursue external business referral sources through networking, marketing, and partnerships with key stakeholders
- Collaborate with internal teams to ensure seamless client service and support
What We Offer:
- A competitive base salary range of $80,000 - $110,000 per year, depending on experience
- Opportunities for commissions and bonuses, based on individual performance
- A comprehensive Total Rewards Program, including flexible benefits, pension options, and career development opportunities
- The chance to work with a dynamic, collaborative, and high-performing team, where initiative and hard work are recognized and rewarded
- Innovative mobile technology and tools to support your success
Requirements:
- Fresh or relevant postgraduate degree in Finance, Business Administration, or a related field
- Minimum 2 years' experience in financial planning or a related field
- Strong communication, interpersonal, and problem-solving skills
- Ability to work in a fast-paced environment and adapt to changing priorities
- Digital savvy, with proficiency in Microsoft Office and other productivity tools
Why Join Us:
At Royal Bank of Canada, we value diversity, equity, and inclusion. We strive to create an inclusive workplace where employees feel valued, respected, and empowered to contribute their best work. If you share our commitment to innovation, collaboration, and excellence, we encourage you to apply for this exciting opportunity.
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