As a Financial Planner at Royal Bank of Canada, you will develop a strong client relationship with the high net worth (Mass Affluent) market through the establishment of a holistic financial plan using an all-inclusive approachtasir At Royal Bank of Canada you can enjoy the rewards of a competitive base salary along with a variablecompensation model. It allows you to grow and develop professionally, plus you will have the ability to positively influence your clients.
Royal Bank of Canada values and supports the development of its employees. The bank fosters an inclusive and collaborative workplace by promoting and valuing diversity of thought and development. You can read further for more information on the job post.
Also hiring: Long haul truck driver
Employer Details
Company Name : Royal Bank of Canada
Location : Prince George, British Columbia, Canada
Salary : $73,390 per year
Job Type : Full-Time
Start Date : As soon as possible
Benefits : Professional development support, collaboration with an elite performing team, Compensation that is competitive, performance-based bonus systems, flexible and comprehensive benefits package, coaching, mentoring and developing talent with supportive leaders, strong, dynamic and high-performing collaborative team environment, flexible work/life balance options, an inclusive and diverse workplace culture.
Job Description
- As a Financial Planner at Royal Bank of Canada, you will develop a strong client relationship with the high net worth (Mass Affluent) market through the establishment of a holistic financial plan using an all-inclusive approach.
- Develop and manage a portfolio of mass affluent clients utilizing a comprehensive approach to financial planning and continual advice.
- Provide customized solutions for clients relating to investments, credit and day-to-day banking in order to assist in achieving their long-term objectives.
- Conduct thorough, periodic reviews of client experiences and financial strategies.
- Continuously build and expand relationships with clients through a value-based relationship approach.
- Create and maximize referral sources through collaboration with internal support teams and local community partners.
- Leverage superior networking and new client acquisition skills to expand the organization and client base.
Responsibilities
- Develop and manage a group of affluently located customers.
Create unique solutions based on customer requests. - Help with investments, lending and daily banking requests.
- Monitor and report on a customer’s objectives and financial circumstance on a continual basis.
- Continue creating a customer connection with the customer by providing value.
- Provide prospective business opportunities through the community towards the company.
- Develop relationships with members of other business units in order to have an opportunity to give additional business opportunities to them.
Requirements
Designation in Financial Planning is required.
The Successful Applicant Must Be in Possession of an Approved Mutual Funds License (IFIC or CSC).
A Proven Ability to Build and Maintain Strong Referral Sources.
How to Apply ?
Those candidates who want to work with the company and make their career bright can apply for the post. They have to click the link which is given below and they will get an opportunity to apply for the company and work in it.