Financial Planner, Investment and Portfolio Specialist

1 month ago

Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full time

Job Opportunity Overview

As a highly skilled Investment and Retirement Planner with the Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients in the Prince Albert, SK market. You will work closely with internal partners to acquire and consolidate existing and new-to-RBC clients and assets, providing tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions.

Key Responsibilities

  • Develop and implement comprehensive financial plans for clients, utilizing our proprietary and select third-party mutual fund solutions.
  • Acquire and consolidate existing and new-to-RBC clients and assets, leveraging your expertise in financial planning and investment solutions.
  • Connect clients with the right RBC team members to help continuously meet their needs, ensuring seamless service delivery.
  • Develop external business referral sources through networking, marketing, and your centres of influence, driving business growth and expansion.

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
  • Digital Savviness, ability to effectively utilize mobile applications
  • Fluent in English and a second language is an asset

What We Offer

  • 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 where initiative and hard work are recognized and rewarded
  • A flexible work schedule based on client preferences and your own work/life balance
  • Innovative mobile technology to ensure your success

About Us

The Royal Bank of Canada is a leading financial institution committed to delivering trusted advice and solutions to help our clients thrive and communities prosper. We value diversity and inclusion, and we are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

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