Strategic Financial Planning Expert for Personal and Commercial Banking

2 weeks ago


Vancouver, British Columbia, Canada Royal Bank of Canada Full time
Job Overview

Royal Bank of Canada is seeking a highly skilled Financial Planner, Investment and Retirement Planning to join our team in Vancouver. As a key member of our Personal and Commercial Banking division, you will be responsible for creating custom investment solutions for clients and driving business growth.

Estimated Salary Range: $80,000 - $120,000 per year, depending on experience.

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

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.

About Us:
Royal Bank of Canada is 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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