Financial Planning and Portfolio Specialist

5 days ago


Richmond Hill, Ontario, Canada Royal Bank of Canada> Full time

Overview

Royal Bank of Canada is a leading financial institution seeking an experienced Financial Planning and Portfolio Specialist to join its team. As a key member of our Personal and Commercial Banking division, you will be responsible for creating custom investment solutions for clients, leveraging our extensive array of investment and portfolio options.

Compensation Package

We offer a competitive compensation package that includes a base salary of $70,000 per annum, with the potential for commissions and bonuses based on performance.

Key Responsibilities

Your primary duties will include:

  • Providing personalized financial planning advice and solutions to clients using our proprietary and select third-party mutual fund solutions.
  • Acquiring and consolidating existing and new clients and assets.
  • Collaborating with internal partners to ensure seamless client experiences.
  • Developing external business referral sources through networking, marketing, and relationships with centers of influence.

Requirements

To succeed in this role, you will need:

  • A Financial Planning Designation (QAFP, PFP, or CFP).
  • A Mutual Funds License (IFIC or CSC).
  • A minimum of 2 years' experience in financial planning.
  • Proven skills in networking and client acquisition.
  • The ability to cultivate strong partner relationships.
  • Digital savviness and proficiency in mobile applications.

Benefits

In addition to a competitive compensation package, we offer a range of benefits, including:

  • A comprehensive Total Rewards Program featuring flexible benefits, a 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.

Why Join Us?

Royal Bank of Canada values diversity, equity, and inclusion, striving to create an environment where employees feel valued and empowered to reach their full potential. We prioritize employee well-being, community involvement, and ongoing professional growth, making us an attractive employer for those who share our passion for excellence and customer satisfaction.



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