Expert Financial Consultant, Investment and Portfolio Growth

2 weeks ago


Port Moody, British Columbia, Canada Royal Bank of Canada Full time

Job Overview

Royal Bank of Canada is seeking an experienced Financial Planner to join our team in the Tri-Cities market. As a key player in our Personal and Commercial Banking division, you will be responsible for creating custom investment solutions for clients and driving business growth.

Salary: $80,000 - $120,000 per year, based on experience and performance.

Company Overview

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. Our culture thrives on progressive thinking, collaboration, and delivering trusted advice to help clients thrive and communities prosper.

Job Description

You will provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions. Your key responsibilities include acquiring and consolidating existing and new-to-RBC clients, connecting clients with the right RBC team members, and developing external business referral sources through networking and marketing.

Required Skills and Qualifications

  • Financial Planning Designation (PFP, QAFPTM 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

Benefits

  • 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 where initiative and hard work are recognized and rewarded
  • A flexible work schedule based on client preferences and your own work/life balance
  • Innovative mobile technology to ensure your success

Others

We strive to provide an accessible candidate experience for our prospective employees with different abilities. If you need any accommodations during the recruitment process, please let us know.



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