Financial Planner

3 weeks ago

Brandon, Manitoba, Canada Royal Bank of Canada Full time

Job Opportunity

We are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As an Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients.

Key Responsibilities

  • Provide tailored financial planning advice and solutions using our array of 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 (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 of 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 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.

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