Financial Planner, Investment and Retirement Planning Specialist

2 weeks ago

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

Job Summary

Job Description

What is the Opportunity?

As a seasoned Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients of the Royal Bank of Canada. Leveraging your expertise and creativity, you will provide world-class advice and solutions to help clients achieve their long-term financial goals.

This is for current and upcoming opportunities in the financial services industry.

Key Responsibilities:

  • Develop and implement tailored financial planning strategies using a comprehensive range of investment and portfolio solutions.
  • Acquire and consolidate existing and new clients, and their associated assets.
  • Connect clients with the right team members to ensure their ongoing needs are met.
  • Establish and maintain external business referral sources through networking, marketing, and strategic partnerships.

Requirements:

Must-have

  • 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, including flexible benefits, a competitive commission structure, and pension options. Our world-class training programs and career development opportunities will help you grow professionally. You will be part of a dynamic, collaborative, and high-performing team where initiative and hard work are recognized and rewarded. We also offer a flexible work schedule based on client preferences and your own work/life balance.

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Job Type:

Full time

Pay Type:

Commission

Industry:

Financial Services

Job Function:

Investment and Retirement Planning

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