Senior Financial Consultant
4 weeks ago
Opportunity Overview
As a top-performing Investment and Retirement Planner at Royal Bank of Canada, you will create customized financial solutions for clients in the Yorkton, SK market. With a strong support system and a dynamic team, you will have the opportunity to provide world-class advice and solutions that help clients achieve their long-term financial goals.
Key Responsibilities
- Develop and implement comprehensive financial plans using RBC's array of investment and portfolio solutions.
- Acquire and consolidate existing and new clients, while building strong relationships with internal partners.
- Connect clients with the right RBC team members to meet their ongoing needs.
- Develop external business referral sources through networking, marketing, and partnerships.
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.
- Able to cultivate strong partner relationships.
- Digital savviness and ability to effectively utilize mobile applications.
- Fluent in English, with a second language an asset.
What's in it for you?
RBC offers a comprehensive Total Rewards Program, including flexible benefits, a competitive commission structure, and pension options. You'll also have access to world-class training programs and career development opportunities, as well as a dynamic and collaborative work environment that recognizes and rewards initiative and hard work.
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Senior Financial Consultant
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