Financial Planning and Wealth Management Professional

2 weeks ago


Lethbridge, Alberta, Canada Royal Bank of Canada> Full time
Job Title: Financial Planning and Wealth Management ProfessionalCompany Overview:

The Royal Bank of Canada is a leading financial institution dedicated to helping our clients thrive and communities prosper.

Estimated Salary: $60,000 - $80,000 per yearJob Description:Supporting Financial Planners:
  • Assist with client meeting preparations and provide support for simple investment solutions and referrals.
Delivering Exceptional Client Experience:
  • Maintain a high level of client satisfaction through accurate documentation and follow-ups.
Leveraging Technology and Processes:
  • Identify areas for improvement in client tasks and implement efficient routines.
Broadening Client Relationships:
  • Foster client growth by identifying needs, making referrals, and acquiring new investment clients.
Embracing Collaboration and Continuous Learning:
  • Work closely with the team to achieve goals and stay up-to-date with industry developments.
Required Skills and Qualifications:Mutual Funds Accreditation and Investment Experience:
  • Possess mutual funds accreditation (e.g., Investment Funds in Canada or the Canadian Securities Course).
  • Hold previous experience in investments.
Strong Communication and Problem-Solving Skills:
  • Demonstrate excellent communication skills, including interacting with partners effectively.
  • Showcase problem-solving abilities, managing competing priorities, and multi-tasking skills.
Candidate Profile:
  • Flexibility and eagerness to learn.
  • Strong personal ethics and a drive for success.
  • Able to work independently and as part of a team, showcasing collaboration skills.


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