Financial Planner

4 weeks ago

Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full time

Job Opportunity:

As a Financial Planner with Royal Bank of Canada, you will create custom investment solutions for clients in the Moose Jaw, SK market. You will work alongside internal partners to acquire and consolidate existing and new clients, providing world-class advice and solutions to help them achieve their long-term financial goals.

Key Responsibilities:

  • Provide tailored financial planning advice and solutions using RBC's investment and portfolio solutions.
  • 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 (QAFP, PFP, or CFP).
  • 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 and ability to effectively utilize mobile applications.

What We Offer:

  • A comprehensive Total Rewards Program with flexible benefits, competitive commission structure, and pension options.
  • World-class training programs and career development opportunities.
  • 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 RBC:

Royal Bank of Canada is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.

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