Senior Investment and Financial Services Professional
1 week ago
Job Summary
We are seeking a skilled Senior Investment and Financial Services Professional to join our team at the Royal Bank of Canada. This is a full-time opportunity that will enable you to create custom investment solutions for prospective and existing RBC clients.
Cantonese / Mandarin language skills required.
This role offers a comprehensive package of benefits, including a competitive commission structure, pension options, and a flexible work schedule based on client preferences and your own work/life balance.
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.
Requirements:
- Financial Planning Designation (PFP, QAFPTM 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, ability to effectively utilize mobile applications.
Benefits:
- Competitive salary: $80,000 - $120,000 per year.
- 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.
About Us:
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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