Financial Planning and Investment Expert

1 month ago


Guelph, Ontario, Canada Royal Bank of Canada Full time

Opportunity Overview

As a Financial Planning and Investment Expert at Royal Bank of Canada, you will develop relationships with clients and create custom investment solutions to help them achieve their long-term goals. You will work with a dynamic team to provide world-class advice and solutions, leveraging our array of investment and portfolio solutions.

Key Responsibilities

  • Provide tailored financial planning advice and solutions to clients
  • Acquire and consolidate existing and new clients and assets
  • Connect clients with the right RBC team members to meet their needs
  • Develop external business referral sources through networking and marketing

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
  • Ability to cultivate strong partner relationships

What's in it for you?

  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, and progressive team
  • A world-class training program in financial services
  • Flexible work/life balance options


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