Financial Planner

2 weeks ago

Moose Jaw, Saskatchewan, Canada Royal Bank of Canada> Full time

Job Summary

Role Overview

We are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As an Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the Moose Jaw market.

Key Responsibilities

  • Provide tailored financial planning advice and solutions using our comprehensive array of investment and portfolio solutions
  • Acquire and consolidate existing and new clients and assets
  • Connect clients with the right RBC team members to meet their ongoing needs
  • Develop external business referral sources through networking and marketing efforts

Requirements

Must-have

  • Financial Planning Designation (QAFP, PFP, 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 and ability to effectively utilize mobile applications

What's in it for you?

We offer a comprehensive Total Rewards Program, world-class training programs, and a dynamic, collaborative work environment that recognizes and rewards initiative and hard work.

  • A flexible work schedule based on client preferences and your own work-life balance
  • Innovative mobile technology to ensure your success

At RBC, we value diversity and inclusion for innovation and growth. We strive to provide an accessible candidate experience and an equitable workplace for our employees to bring their true selves to work.

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