Financial Planning Professional

2 weeks ago


Midland, Ontario, Canada Royal Bank of Canada Full time

Unlock your career potential in wealth management with Royal Bank of Canada as a Financial Planning Professional.

Company Overview

Royal Bank of Canada, a leading financial institution, offers a unique opportunity to build a successful business and advance your skills in investment advising. As an Investment Advisor, you will have the autonomy to create customized portfolios for high-net-worth individuals, families, and business owners, utilizing RBC's extensive resources and expertise.

Compensation

We offer a competitive $120,000 base salary, along with unlimited earning potential through commission and fees, providing a lucrative compensation package that rewards your hard work and dedication.

Job Description

Your primary responsibility as a Financial Planning Professional will be to cultivate trusted relationships with clients, understanding their complex financial needs and creating personalized plans to achieve their goals. You will leverage RBC's brand reputation and network to establish a client base, fostering long-term partnerships and driving growth in your business.

Required Skills and Qualifications

To excel in this role, you should possess:

  • 4-6 years of outbound sales experience with a strong track record of success
  • Completion of the Canadian Securities Course (CSC) or willingness to obtain prior to starting
  • A passion for financial planning and portfolio management
  • Excellent relationship-building skills and ability to connect with diverse clients

Benefits

RBC offers a comprehensive benefits package, including modern and flexible perks, such as parental leave, health insurance, retirement savings plans, and opportunities for professional development and growth. We prioritize our employees' overall well-being and provide a supportive, inclusive culture that celebrates individual perspectives and experiences.

Additional Job Details

This full-time position requires 37.5 hours of work per week, offering a stable schedule and the flexibility to balance personal and professional life. The ideal candidate will be based in Midland, Ontario, leveraging RBC's extensive network and resources to drive business growth.



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