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Financial Planning Expert

1 month ago

Oakville, Ontario, Canada Royal Bank of Canada Full time
Opportunity Overview

As a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients in the Oakville and Burlington markets. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.

Key Responsibilities
  • Provide tailor-made financial planning advice and help clients reach their goals using our unparalleled array of investment, credit, and everyday banking solutions.
  • Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets.
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
Requirements
  • Financial Planning Designation (PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years' experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to develop a strong referral network
  • Fluent in English and Arabic is an asset
What's in it for you?

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 to our communities, and achieving success that is mutual.

  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services
  • Flexible work/life balance options