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Financial Planning Consultant
2 months ago
We are seeking an ambitious and detail-oriented Financial Planning Consultant to join our team in Toronto. As a key member of our organization, you will create custom investment solutions for prospective and existing clients.
About the Role:This is an exciting opportunity to build a successful career in financial planning, working closely with our internal partners to provide world-class advice and solutions that help clients achieve their long-term financial goals.
Key Responsibilities:- Provide tailored financial planning advice and solutions using our diverse array of investment and portfolio options.
- Acquire and consolidate existing and new-to-our-client-base clients and assets.
- Connect clients with our dedicated team members to meet their ongoing needs.
- Develop external business referral sources through networking, marketing, and strategic partnerships.
To succeed in this role, you will need:
- Proficiency in Hindi or Mandarin and/or Cantonese language skills.
- A Financial Planning Designation (QAFP, PFP, or CFP) and Mutual Funds License (IFIC or CSC).
- A minimum of 2 years' experience in financial planning, with proven networking and client acquisition skills.
- The ability to cultivate strong partner relationships and leverage digital tools effectively.
We offer a comprehensive compensation package, including:
- A competitive salary range of $80,000 - $110,000 per year.
- A flexible work schedule based on client preferences and your own work/life balance.
- Ongoing training programs and career development opportunities.
- World-class technology and resources to support your success.
At Royal Bank of Canada, we strive to create a workplace that values diversity, equity, and inclusion. We believe that our differences are what make us stronger and more innovative, and we're committed to building an inclusive culture that supports the growth and well-being of all our employees.
