Strategic Financial Advisor

3 weeks ago


OWEN SOUND, Canada Royal Bank of Canada Full time

We are seeking a highly skilled Strategic Financial Advisor to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for our clients, leveraging our unparalleled array of investment and portfolio solutions.



Key Responsibilities


  • Provide tailor-made financial planning advice and solutions to clients
  • Acquire and consolidate existing and new-to-RBC clients and assets
  • Connect clients with the right RBC team members to help continuously meet their needs
  • Develop external business referral sources through networking, marketing, and your centres of influence


Requirements


  • Financial Planning Designation (PFP or CFP or QAFP)
  • 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


  • A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
  • World-class training programs and career development opportunities
  • The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
  • A flexible work schedule based on client preferences and your own work/life balance
  • Innovative mobile technology to ensure your success


About Us

We are the Royal Bank of Canada, a leading financial institution committed to delivering trusted advice to help our clients thrive and communities prosper. We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to make a difference to our communities and achieve success that is mutual.



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