Financial Advisor for Investment and Wealth Management
2 days ago
Overview
We are seeking a Financial Planner, Investment to join our team at the Royal Bank of Canada. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the Windsor market.
Salary and Benefits
The estimated salary range for this position is $80,000 - $120,000 per year, plus commissions. In addition to a comprehensive Total Rewards Program, you will have access to world-class training programs, career development opportunities, and a flexible work schedule.
Job Description
You will provide tailor-made financial planning advice and solutions using our array of investment and portfolio solutions. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.
Your Key Responsibilities:
- Provide financial planning advice and solutions to clients
- Acquire and consolidate existing and new-to-RBC clients and assets
- Connect clients with the right RBC team members to help meet their needs
- Develop external business referral sources through networking and marketing
Requirements
To succeed in this role, you must have:
- A financial planning designation (PFP or CFP or QAFP)
- A mutual funds license (IFIC or CSC)
- A minimum 2 years' experience in financial planning
- Proven networking and client acquisition skills
- An ability to cultivate strong partner relationships
- Digital savviness and ability to effectively utilize mobile applications
About Us
We thrive on challenge, progressive thinking, 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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