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Financial Planner

2 months ago

Toronto, Ontario, Canada Royal Bank of Canada> Full time
{"Job Summary": "As a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for clients, leveraging our array of investment and portfolio solutions. You will be responsible for acquiring and consolidating existing and new clients, connecting them with the right RBC team members, and developing external business referral sources through networking and marketing.", "Key Responsibilities": "
  • Provide tailored financial planning advice and solutions to clients
  • Acquire and consolidate existing and new clients
  • Connect clients with RBC team members to meet their needs
  • Develop external business referral sources through networking and marketing
", "Requirements": "
  • Financial Planning Designation (QAFP, PFP or CFP)
  • 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
", "What's in it for you?": "
  • A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
  • World-class training programs and career development opportunities
  • The advantage of working with a dynamic, collaborative, and high-performing team
  • A flexible work schedule based on client preferences and your own work/life balance
  • Innovative mobile technology to ensure your success
", "Job Skills": "Adaptability, Business Development, Client Centricity, Curiosity", "Additional Job Details": "

This role is a full-time position in the Personal and Commercial Banking division of Royal Bank of Canada.

The ideal candidate will have a strong background in financial planning and a proven track record of client acquisition and retention.

", "Inclusion and Equal Opportunity Employment": "At Royal Bank of Canada, we are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.", "Join our Talent Community": "Stay in-the-know about great career opportunities at Royal Bank of Canada. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you."}