Investment Solutions Specialist

3 weeks ago


White Rock, British Columbia, Canada Royal Bank of Canada Full time

We are seeking a highly motivated and results-driven Investment Solutions Specialist to join our team at the Royal Bank of Canada. In this role, you will be responsible for creating custom investment solutions for prospective and existing clients.

Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

Key Responsibilities:
  • Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions
  • Aquire 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, 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:
  • 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
Estimated Salary:

$80,000 - $120,000 per year



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