Financial Planner, Investment and Retirement Solutions Specialist

19 hours ago


Prince Albert, Saskatchewan, Canada Royal Bank of Canada> Full time
{"Job Summary": "As a highly skilled Financial Planner, you will create custom investment solutions for prospective and existing RBC clients in the Prince Albert, SK market. You will work alongside internal partners who send client referrals your way, and 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.", "What is the opportunity?": "You will provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions. You will acquire and consolidate existing and new-to-RBC clients and assets, connect clients with the right RBC team members to help continuously meet their needs, and develop external business referral sources through networking, marketing, and your centres of influence.", "What will you do?": "
  • Provide financial planning advice and solutions to clients
  • Acquire and consolidate clients and assets
  • Connect clients with RBC team members
  • Develop external business referral sources
", "What do you need to succeed?": "
  • 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
  • Ability to cultivate strong partner relationships
  • Digital Savviness, ability to effectively utilize mobile applications
  • Fluent in English and a second language is an asset
", "What's in it for you?": "We offer a comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options. You will have access to world-class training programs and career development opportunities, and you will be part of a dynamic, collaborative, and high-performing team where initiative and hard work are recognized and rewarded.", "Job Skills": "Adaptability, Business Development, Client Centricity, Curiosity", "Additional Job Details": "

Address: 801 15 ST E, UNIT 735:PRINCE ALBERT

City: PRINCE ALBERT

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date:

Application Deadline:

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", "lang_code": "en-US"}

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