Expert Financial Strategist for Investment Growth

1 week ago


Richmond Hill, Ontario, Canada Royal Bank of Canada Full time
Job Overview

In this exciting role as an Expert Financial Strategist for Investment Growth, you will be responsible for creating customized investment solutions for prospective and existing clients of the Royal Bank of Canada. Working closely with internal partners and leveraging your exceptional networking and client acquisition skills, you will provide world-class advice and solutions to help clients achieve their long-term financial goals.

Key Responsibilities
  • Develop and implement tailored financial planning strategies using a comprehensive array of investment and portfolio solutions
  • Aquire and consolidate new and existing clients and assets, driving growth through proactive prospecting and business development efforts
  • Collaborate with RBC teams to connect clients with relevant services, ensuring seamless support and meeting their evolving needs
  • Establish and nurture external business referral sources through strategic networking, marketing initiatives, and centers of influence
Requirements and Qualifications

To succeed in this dynamic role, you must possess:

  • A recognized financial planning designation (QAFP, PFP, or CFP)
  • Mutual funds license (IFIC or CSC)
  • A minimum of 2 years' experience in financial planning
  • Proven ability to cultivate strong partner relationships, foster digital savviness, and drive results-oriented sales performance
What's in it for You?

As an expert financial strategist at the Royal Bank of Canada, you will enjoy:

  • A comprehensive Total Rewards Program featuring flexible benefits, competitive commission structure, and pension options
  • World-class training programs and career development opportunities to enhance your skills and advance your career
  • The advantage of working with a dynamic, collaborative team where initiative and hard work are recognized and rewarded
  • A flexible work schedule that balances client needs and personal life
  • State-of-the-art mobile technology to ensure your success and stay connected with clients
Join Our Team

We value diversity and inclusion, and strive to create an equitable workplace where employees can bring their authentic selves to work. If you're passionate about delivering trusted advice and helping our clients thrive, we invite you to explore this opportunity further.



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