Financial Advisor with Investment Expertise

2 days ago

Hanover, Canada Royal Bank of Canada Full time

Company Overview

Royal Bank of Canada is a leading financial institution dedicated to helping clients achieve their long-term financial goals. We offer a comprehensive range of investment solutions, including best-in-class proprietary and select third-party mutual fund solutions.

Salary

The estimated annual salary for this role is between $80,000 and $120,000, depending on experience and qualifications.

Job Description

As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the HANOVER market. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

Key Responsibilities:

  • Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions.
  • Acquire and consolidate existing and new-to-RBC clients and assets.
  • Connect clients with the right RBC team members to help continuously meet their needs.
  • Develop external business referral sources through networking, marketing, and your centres of influence.

Required Skills and Qualifications:

  • 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.

Benefits

  • 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.

Additional Job Details

  • 37.5 hours/week.
  • Full-time employment.
  • Personal and Commercial Banking platform.
  • Regular job type.
  • Commission pay type.

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