Senior Financial Consultant

4 weeks ago


Yorkton, Saskatchewan, Canada Royal Bank of Canada Full time

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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