Senior Financial Consultant

4 weeks ago


Montreal, Quebec, Canada Royal Bank of Canada Full time
About the Opportunity

We are seeking an experienced Financial Planner, Investment and Retirement Planning to join our team at Royal Bank of Canada. As a key member of our team, you will play a vital role in developing relationships with prospective and existing clients, providing tailored financial planning advice and solutions, and helping them achieve their long-term goals.

What We Offer

In this exciting role, you will have the opportunity to work with a dynamic, collaborative, and progressive team that is passionate about delivering exceptional client service. You will be provided with a comprehensive training program in financial services, flexible work-life balance options, and unlimited earning potential with full benefits.

Job Description

Your primary responsibilities will include:

  • Developing relationships with clients and identifying their financial planning needs;
  • Providing expert advice on investment and retirement planning strategies;
  • Acquiring and consolidating existing and new-to-RBC clients and assets;
  • Connecting clients with the right RBC team members to meet their ongoing needs;
Requirements

To succeed in this role, you must have:

  • A Financial Planning Designation (IPF) or be in the process of completion;
  • 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;
  • Bilingualism (English and French) required;
Benefits

We offer a competitive salary package, including a base salary of approximately $70,000 per year, plus commission and bonuses, totaling up to $150,000 annually, depending on performance. You will also receive a comprehensive benefits package, including medical, dental, and vision coverage, as well as a generous pension plan.



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