Financial Planning Expert

4 days ago


Oshawa, Ontario, Canada Royal Bank of Canada Full time

Are you a financial expert looking for a new challenge? As an Investment Advisor at RBC Dominion Securities, you can help your clients achieve their goals while working with a company that supports your professional development. With our extensive resources and guidance, you will have the autonomy to build and run your own business within the RBC brand.

What You Will Do:

  • Help your clients reach their life goals by providing strong planning and financial advice.
  • Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
  • Establish and maintain reciprocal relationships with RBC partners to ensure your clients are supported in all aspects of their financial lives.

What We Offer:

  • A comprehensive Total Rewards package that prioritizes your overall wellbeing, including flexible and modern benefits, parental leave, and flexible work arrangements.
  • The opportunity to leverage RBC's strong brand and reputation to build a client base of high-net-worth individuals, families, and business owners.

About the Role:

  • This is a full-time position that requires excellent people and problem-solving skills, as well as a passion for financial planning and portfolio management.
  • You must be able to connect with all types of individuals and have experience in direct marketing, financial services, and high-value sales and business development.
  • We require completion of the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).

Salary Range:$120,000 - $150,000 per year

About Us:Royal Bank of Canada (RBC) is a global financial institution committed to building inclusive teams and an equitable workplace for our employees. We strive to enhance the well-being of our clients and communities through our passion and drive. Join our Talent Community to stay informed about great career opportunities at RBC.



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