Financial Planning and Investment Expert
1 month ago
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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