A financial planner at Royal Bank of Canada will take care of and advance a portfolio of mass-affluent clients by providing detailed financial reviews and long-term planning support. The job is all about forging trusted partnerships and giving clients actionable insights that lead them to their financial objectives.
Royal Bank of Canada has the type of supportive and inclusive atmosphere wherein workers would like to work. It is the company’s policy to treat everyone with respect, and make them feel that they belong, and eventually, this will lead to the best performance from the employees.
Acknowledged all over the world for its power and customer orientation, Royal Bank of Canada keeps on giving priority to its employees and the communities it serves. To find out more about this position and to see the entire role, just read further in the detailed job advertisement listed below.
Also hiring: Shift manager – fast food restaurant
Employer Details
Company Name : Royal Bank of Canada
Location : Creston, British Columbia, Canada
Salary : $66,666 per year
Job Type : Full-Time
Start Date: As soon as possible
Benefits : Total Rewards Program, competitive compensation with flexible benefit programs, more bonuses, opportunities at career growth, an inclusive and diverse work environment.
Job Description
- The role is concentrating on managing and improving a portfolio of mass-affluent clients through comprehensive financial planning.
- It is a part of an uplifting, teamwork atmosphere based on inclusion and professional growth.
- It covers the activities of trust building, identifying client needs, and designing personalized financial strategies.
- It is a full-time, salaried position (37.5 hours/week) based in Prince George, inside Personal & Commercial Banking.
- It has a base-plus-variable compensation structure that is tied to the achievement of client and business success.
Responsibilities
- Help clients reach their financial goals using the Royal Bank of Canada’s efficient array of banking solutions.
- Establish and maintain value-based relationships with clients.
- Achieve performance targets
Requirements
- Could establish productive referral network.
- Holding Mutual Funds Licence (IFIC OR CSC).
- Minimum 3 years of experience in fields related to financial planning.
- Skilled at acquiring clients, build COI relationships etc.
- Can move easily through the market
Financial Planning Designation (PFP®, QAFP™ or CFP®)
How to Apply ?
To know more about the post and apply at Royal Bank of Canada, you can click on the link below.