Financial Planning and Wealth Management Specialist
4 days ago
Job Summary
Overview
We are seeking a highly motivated and results-driven Financial Planning and Wealth Management Specialist to join our team. As an Investment and Retirement Planning Expert, you will be responsible for creating custom investment solutions for prospective and existing clients. With a focus on building strong relationships and delivering world-class advice, you will help our clients achieve their long-term financial goals.
Key Responsibilities
- Develop and implement comprehensive financial plans tailored to individual client needs
- Provide expert advice on investment strategies, risk management, and retirement planning
- Acquire and consolidate existing and new-to-RBC clients and assets
- Collaborate with internal partners to identify and pursue new business opportunities
Requirements
- Financial Planning Designation (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, ability to effectively utilize mobile applications
What We Offer
- A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
- World-class training programs and career development opportunities
- The advantage of working with a dynamic, collaborative, and high-performing team
- A flexible work schedule based on client preferences and your own work/life balance
- Innovative mobile technology to ensure your success
Additional Job Details
Company Culture
At the Royal Bank of Canada, we thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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