Senior Financial Advisor

6 days ago


Milton, Ontario, Canada Royal Bank of Canada Full time

About the Opportunity

This role at Royal Bank of Canada is perfect for individuals looking to develop relationships and create custom investment solutions for clients within the Milton area.

As a key member of our team, you will be responsible for providing world-class advice and solutions to help clients achieve their long-term goals.

  • Provide tailored financial planning advice and solutions using our 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 and marketing.

Requirements

  • Financial Planning Designation (PFP or CFP or QAFP)
  • 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

What's in it for You?

  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, and progressive team
  • A world-class training program in financial services
  • Flexible work/life balance options

At RBC, We Value Diversity and Inclusion

We strive to create an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent and clients.



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