Financial Services Specialist

2 weeks ago


Kamloops, British Columbia, Canada Royal Bank of Canada Full time
Wealth Planning Role

Royal Bank of Canada is seeking a skilled Financial Services Specialist to join our team. As a Wealth Planning Professional, you will be responsible for creating custom investment solutions for clients, providing world-class advice and solutions to help clients achieve their long-term financial goals.

Key Responsibilities:
  • Provide tailor-made financial planning advice and solutions using our array of investment and portfolio solutions.
  • Acquire and consolidate existing and new clients and assets.
  • Connect clients with the right RBC team members to help meet their needs.
  • Develop external business referral sources through networking and marketing.

Requirements:
  • 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.

What's in it for you?
We offer a comprehensive Total Rewards Program, world-class training programs, and a dynamic, collaborative team environment.

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