Senior Financial Consultant
4 weeks ago
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 OfferIn 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 DescriptionYour 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;
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;
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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Senior Financial Planning Consultant
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Chef Financier Stratégique Senior
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