Wealth Strategist
1 week ago
Oakville, Ontario, Canada
RBC
Full time
About the RoleWe 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
- 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
- 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