Strategic Financial Planner

5 days ago


Waterloo, Ontario, Canada Royal Bank of Canada Full time

Discover the rewarding world of wealth management with RBC

About the Role

As a Strategic Financial Planner, you will be at the forefront of helping high-net-worth individuals and families achieve their financial goals. With our comprehensive training program and extensive resources, you will have the opportunity to build your career in a dynamic and supportive environment.

Compensation Package

The estimated annual salary for this role is $85,000-$150,000 CAD, plus unlimited earning potential through commission and fees. Our Total Rewards package includes flexible benefits, modern perks, and opportunities for professional growth.

Job Description

This is an exciting opportunity to leverage your excellent people skills, problem-solving abilities, and passion for financial planning to create customized portfolios and wealth plans for your clients. You will work closely with our team to provide exceptional service and advice, fostering trusted relationships that last a lifetime.

Key Responsibilities
  1. Leverage RBC's strong brand and reputation to build a client base of high-net-worth individuals and families.
  2. Create customized portfolios and wealth plans for clients using RBC's extensive investment and wealth management resources.
  3. Foster long-term relationships through personalized service and advice.
  4. Establish reciprocal relationships with RBC partners to support clients' complex financial needs.
Requirements
  • 4-6 years of outbound sales experience and comfort with 100% commission earnings.
  • Canadian Securities Course (CSC) or equivalent certification prior to start date.
  • Passion for financial planning and portfolio management.
  • Strong relationship building skills and ability to connect with diverse individuals.
Benefits

We offer a range of benefits that prioritize your overall wellbeing, including:

  • A comprehensive Total Rewards package.
  • Flexible benefits and modern perks.
  • Opportunities for professional growth and development.
Grow Your Career with RBC

At RBC, we are committed to building inclusive teams and creating an equitable workplace where everyone can thrive. We strive to provide accessible candidate experiences and accommodations during the recruitment process. Join us and discover how we empower our employees to reach their full potential and make a meaningful impact in our communities.



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