Financial Planning Specialist

1 week ago


Vernon, Canada Royal Bank of Canada> Full time

At Royal Bank of Canada, we're looking for a highly motivated Financial Planning Specialist to join our team. As an Investment Advisor, you'll play a crucial role in helping clients achieve their financial goals by providing expert advice and guidance.

About the Role

We offer a comprehensive Total Rewards Program that includes competitive compensation and flexible benefits. Our leaders support your development through coaching and managing opportunities, allowing you to grow and succeed in your career.

Responsibilities
  • You will work with high-net-worth individuals, families, and business owners to create customized portfolios and wealth plans.
  • Establish and maintain trusted, long-term relationships using personalized service and advice.
  • Foster reciprocal relationships with RBC partners to ensure clients are supported in all aspects of their financial lives.
Requirements
  • 4-6 years of outbound sales experience and comfort earning 100% commission.
  • Certification in Canadian Securities Course (CSC) or equivalent is required.
  • Strong relationship-building skills and ability to connect with diverse individuals.
Benefits
  • Average annual salary range: $80,000 - $150,000 based on production generated.
  • A discretionary/variable incentive payment may be eligible.
  • Comprehensive Total Rewards Program, including competitive compensation and flexible benefits.
About Us

Royal Bank of Canada is committed to diversity and inclusion. We strive to provide an accessible candidate experience and encourage applications from diverse talent. Sign up for our Talent Community to receive customized job information, career tips, and recruitment events.



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