Wealth Management Professional

1 week ago


Hamilton, Ontario, Canada Royal Bank of Canada Full time

Royal Bank of Canada (RBC) is a relationship-focused investment and wealth management firm with a strong presence in Canada. We are seeking an experienced Financial Planner to join our successful team in the Hamilton branch.

Job Description

We are looking for a highly skilled Financial Planner who can provide comprehensive wealth management services to high-net-worth clients. In this role, you will be responsible for creating personalized financial plans, engaging in tax and estate planning, and collaborating with internal experts and external advisors to coordinate client needs.

Key Responsibilities:
  • Develop comprehensive financial plans for high-net-worth clients, including retirement, estate, and tax strategies
  • Collaborate with internal experts and external advisors to coordinate client needs
  • Educate clients on financial planning concepts and risk management
  • Work with a dedicated support team to deliver exceptional client service
  • Identify opportunities for asset consolidation and referrals
Requirements

To succeed in this role, you must have:

  • At least 5 years of professional experience in the investment industry in a client-facing role
  • A Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation
  • The Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH), or willingness to obtain within 6 months


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