Senior Financial Advisor Investment and Retirement Strategy
2 days ago
Job Overview
As a highly skilled Investment and Retirement Planning Specialist at Royal Bank of Canada, you will play a key role in creating custom investment solutions for prospective and existing clients. With a strong focus on providing world-class advice and solutions, you will help clients achieve their long-term financial goals.
Key Responsibilities
- Provide tailored financial planning advice and solutions using our comprehensive array of investment and portfolio solutions.
- Aquire and consolidate existing and new-to-RBC clients and assets.
- Connect clients with the right RBC team members to help continuously meet their needs.
- Develop external business referral sources through networking, marketing, and your centres of influence.
Requirements
Must-have
- Financial Planning Designation (PFP, QAFP, 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.
- Fluent in English and second language (Portuguese or Mandarin) is preferred.
What We Offer
We offer a comprehensive Total Rewards Program, world-class training programs, and career development opportunities. You will be part of a dynamic, collaborative, and high-performing team where initiative and hard work are recognized and rewarded. Enjoy a flexible work schedule and innovative mobile technology to ensure your success.
Job Skills
Client Acquisitions, Finance Strategy, Investment Portfolios, Investment Strategies, Mutual Funds, Retirement Planning-
Cambridge, Ontario, Canada Royal Bank of Canada> Full time{"Job Summary": "As a Financial Planner Investment and Retirement Planning Expert at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Kitchener, Waterloo and Cambridge Markets. You will provide world-class advice and solutions that help clients achieve their long-term financial goals.", "Key...
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Cambridge, Ontario, Canada Royal Bank of Canada> Full time{"Job Summary": "As a Financial Planner Investment and Retirement Planning Expert at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Kitchener, Waterloo and Cambridge Markets. You will provide world-class advice and solutions that help clients achieve their long-term financial goals.", "Key...
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