Wealth Strategist

1 week ago


Oakville, Ontario, Canada RBC Full time
About the Role

We are seeking a highly motivated and results-driven Wealth Strategist to join our team. As a key member of our wealth management group, you will be responsible for creating custom investment solutions for prospective and existing clients within the Halton Market.

Key Responsibilities
  • Provide tailored financial planning advice and solutions using our array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
  • 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)
  • 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