Financial Planning Specialist

3 days ago


Vaughan, Ontario, Canada Royal Bank of Canada Full time
Job Overview

Royal Bank of Canada is a leading financial institution seeking a skilled Financial Planning Specialist to join our team.

About the Role

This is a full-time opportunity that offers a comprehensive total rewards package, including a competitive salary and unlimited earning potential through commission and fees. The successful candidate will be responsible for helping clients reach their financial goals by providing expert planning and investment advice.

The ideal candidate will have 4-6 years of outbound sales experience, with a strong track record of building and maintaining client relationships. They will also possess excellent problem-solving skills, a passion for financial planning, and a keen interest in portfolio management.

Key Responsibilities
  • Build and maintain long-term relationships with high-net-worth individuals, families, and business owners
  • Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for clients
  • Foster trusted relationships with RBC partners, such as Personal & Commercial Banking and Insurance, to ensure clients are supported in all aspects of their financial lives
Benefits

This role offers a range of benefits, including:

  • A comprehensive total rewards package that prioritizes overall wellbeing
  • Flexible work arrangements and leaders who support your needs – both personal and professional
  • A supportive, inclusive culture and team that celebrates your unique perspectives, background, and experience
Requirements
  • 4-6 years of outbound sales experience
  • Certifications: Canadian Securities Course (CSC) or Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)
  • Strong relationship building skills and an ability to connect with all types of individuals
Salary and Location

The estimated salary for this role is $120,000 - $180,000 per year, depending on experience and qualifications. The location for this position is Vaughan, Canada.



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