Financial Planner Professional

2 weeks ago

Saskatoon, Saskatchewan, Canada Royal Bank of Canada> Full time

Job Summary

Role Overview

We are seeking a skilled Financial Planner to join our team at Royal Bank of Canada. As a Financial Planner, you will be responsible for providing comprehensive financial planning advice to our clients, helping them achieve their long-term goals.

Key Responsibilities

  • Develop and implement tailored financial plans for clients, utilizing our extensive range of investment, credit, and banking solutions
  • Maintain and expand a portfolio of clients through value-based relationship management practices, achieving performance targets
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

Requirements

Must-have

  • Financial Planning Designation (PFP or CFP or QAFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years' experience in financial planning within a financial institution
  • Strong investment and credit experience/knowledge
  • Ability to be decisive in decision making and process heavy volumes
  • Proven networking and client acquisition skills
  • Ability to develop a strong referral network
  • Fluent in English and a Second Language is an asset

What's in it for you?

We offer a dynamic, collaborative, and progressive work environment, with opportunities for growth and development. As a Financial Planner at Royal Bank of Canada, you will have access to a world-class training program in financial services, flexible work/life balance options, and unlimited earning potential with full benefits.

Job Skills

Business Opportunities, Customer Relationship Management (CRM), Finance Strategy, Financial Products, Holistic Financial Planning, Investments, Relationship Building

Additional Job Details

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.

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