Highly Skilled Financial Consultant
1 week ago
We are seeking a highly skilled financial consultant to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for prospective and existing clients within the North Perth area.
As an RBC Investment and Retirement Planner, your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals. Your role will involve providing tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions.
About this Role- Acquire 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.
This is a full-time position based in North Perth, Ontario, offering a comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options.
What You Need to Succeed- A Financial Planning Designation (PFP or CFP or QAFP).
- A Mutual Funds License (IFIC or CSC).
- A minimum of 2 years' experience in financial planning.
- Proven networking and client acquisition skills.
- An ability to cultivate strong partner relationships.
In return for your hard work and dedication, we offer a range of benefits, including:
- 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.
Estimated salary: $80,000 - $120,000 per year, depending on experience.
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