Strategic Financial Advisor for High Net Worth Clients

2 days ago


Burnaby, British Columbia, Canada Royal Bank of Canada Full time
Job Overview

We are seeking a skilled and motivated Strategic Financial Advisor to join our team in Burnaby, Canada. As a key member of our Personal and Commercial Banking division, you will be responsible for providing tailored financial planning advice and solutions to prospective and existing RBC clients.

About the Role

This is a full-time position that requires a strong understanding of financial planning principles, excellent communication skills, and the ability to work collaboratively with internal partners to achieve business objectives. You will have the opportunity to develop your skills and expertise in areas such as investment sales, client acquisition, and relationship management.

Key Responsibilities
  • Provide custom investment solutions for clients using RBC's proprietary and select third-party mutual fund solutions
  • Aquire and consolidate existing and new-to-RBC clients and assets
  • Connect clients with the right RBC team members to help meet their ongoing needs
  • Develop external business referral sources through networking, marketing, and your centres of influence
Requirements
  • Financial Planning Designation (PFP, QAFPTM or CFP)
  • 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
  • Digital Savviness, ability to effectively utilize mobile applications
What We Offer

We offer a comprehensive Total Rewards Program that includes flexible benefits, competitive commission structure, and pension options. Our world-class training programs and career development opportunities will enable you to reach your full potential and succeed in your role. You will also have access to innovative mobile technology to ensure your success.

Additional Information

This role is part of our Personal and Commercial Banking division, where you will have the opportunity to make a meaningful impact on the lives of our clients and contribute to the growth and success of our organization. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply.



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