Being a Financial Planner at Royal Bank of Canada in Ottawa will let you develop and manage a huge clients portfolio, offering full financial assessments and long-term advice based on clients’ aspirations. Your work will be directly linked to the building of trust and care helping the clients.
At Royal Bank of Canada, you will be a member of a team that is very inclusive, collaborative and among the best-performing ones. The team values each individual and fosters the atmosphere of respect, belonging and professional growth. The bank equips its employees with state-of-the-art training, provides them with advanced development opportunities, and creates a culture where partnership and innovation are highly appreciated.
Starting at Royal Bank of Canada means you are in a place that considers both clients and employees as its top priority. For further information about this thrilling opportunity, please refer to the complete job posting below.
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Employer Details
Company Name : Royal Bank of Canada
Location : Ottawa, Ontario, Canada
Salary : $56233 per year
Job Type : Full time
Start date : As soon as possible
Benefits : Work/life balance options, training programs, great working environment, full time status of employment, other benefits.
Job Description
- The role is to manage and to grow a portfolio of the bank’s clients by giving them appropriate financial planning and continuous advice. You can read more about this role below.
- Deliver investment, credit and banking planning solutions personalized for each client as part of the overall service offering.
- The area of your work will include Ottawa and the nearby communities (mobility needed).
- You will be a part of a very cooperative and encouraging team that gives you the same kind of excellent training and support that is offered to the team members in the industry.
Responsibilities
- Acquire and keep a client portfolio and manage relationships with clients based on value, and also by attaining performance targets.
- Establish solid links with service partners and the local markets to create more referrals and business opportunities.
Requirements
- A financial planning designation (QAFP, PFP, or CFP).
- A mutual funds license (IFIC or CSC).
- Excellent financial comprehension accompanied with demonstrated capabilities in networking, client acquisition, and relationship management.
- Possessing the ability to create market presence, build COI relationships, and collaborate effectively with partners.
- Willingness to move around the assigned market.
- Fluency in both French and English.
How to Apply?
You can click the link below to know about the position and apply at Royal Bank of Canada.