Financial Planning Strategist

2 days ago


Ottawa, Ontario, Canada Royal Bank of Canada Full time

Company Overview

Royal Bank of Canada is a leading financial institution committed to helping individuals and families achieve their financial goals. Our organization prioritizes innovation, diversity, and inclusion to drive growth and success.

Salary: $120,000 - $180,000 per year

As a Financial Planning Strategist at RBC Dominion Securities, you will play a key role in providing high-net-worth individuals, families, and business owners with comprehensive financial planning and investment advice.

Job Description:

  • You will leverage RBC's extensive resources and expertise to create customized wealth plans and portfolios for clients.
  • Build and maintain strong relationships with clients, understanding their complex financial needs and developing tailored solutions.
  • Collaborate with internal partners to provide seamless support for clients across various aspects of their financial lives.

Required Skills and Qualifications:

  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Excellent communication and interpersonal skills, with a focus on building trust and rapport with clients.
  • Experience in financial services, preferably in investment banking, private banking, or wealth management.
  • Possession of relevant certifications, such as CPH, PFP, CIM, or CFA.

Benefits:

  • A comprehensive Total Rewards package that prioritizes your overall well-being, with flexible benefits and modern compensation.
  • Autonomy to build and run your own business within the RBC brand, leveraging our resources and guidance in a flexible environment.
  • Flexible work arrangements and leaders who support your needs – both personal and professional.

Inclusion and Equal Opportunity Employment

RBC is committed to building inclusive teams and an equitable workplace where employees can bring their true selves to work. We celebrate diversity and foster an environment that values creativity, innovation, and growth.



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