Senior Investment Specialist

4 weeks ago


Stratford, Ontario, Canada Royal Bank of Canada Full time

Unlock your financial potential in a dynamic role with Royal Bank of Canada

About the Job

We are seeking an experienced Senior Investment Specialist to join our team in North Perth, ON. As a key member of our Personal & Commercial Banking division, you will be responsible for creating custom investment solutions for clients and driving sales growth.

With a focus on providing world-class advice and solutions, you will work closely with internal partners to acquire new clients and assets while developing external business referral sources through networking and marketing efforts.

What You'll Do
  1. Provide tailor-made financial planning advice and solutions using RBC's unparalleled array of investment and portfolio solutions.
  2. Aquire and consolidate existing and new-to-RBC clients and assets.
  3. Connect clients with the right RBC team members to help continuously meet their needs.
  4. Develop external business referral sources through networking, marketing, and your centres of influence.
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
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.

Royal Bank of Canada offers a competitive salary range of $70,000 - $110,000 per year, commensurate with experience.



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