Working as a Financial Planner at Royal Bank of Canada, you will be able to grow and oversee a portfolio of popular clients. You will do a thorough assessment of each client’s financial position and provide long-term and complete financial planning. Establishing very close ties through professional advice is a big part of the job.
Royal Bank of Canada’s work culture is one of support and inclusion. You will also gain the advantage of being a member of a vibrant team and having access to the special resources created to make your delivery of top-notch advice and services very efficient.
In case you are the one who loves to help clients realize their long-term goals, is willing to work with a whole array of banking, credit, and investment solutions, then don’t hesitate to look at the full job posting below.
Also hiring: General farm worker – livestock
Employer Details
Company Name : Royal Bank of Canada
Location : Creston : British Columbia : Canada
Salary : $66,754 per year
Job Type : Full time
Start date : As soon as possible
Benefits : positive working environment, full benefits, flexible options for work/life balance, training.
Job Description
- This role of a Financial Planner requires taking care of popular clients and providing advice in the areas of banking, credit, and investing.
- Full-time position, 37.5 hours per week, located in Creston (address: 1008 Canyon St, Creston, British Columbia), under the Personal & Commercial Banking platform.
- Delivers financial reviews and planning services on an ongoing basis to assist clients in attaining their long-term objectives using Royal Bank of Canada’s wide-ranging product suite.
- Gains and keeps client trust, extending and enlarging the customer group through value-based relationship management practices and meeting performance targets as well.
- Leverages relationships with local market contacts and service partners to maximize referral and business opportunities.
- Works in a team that is cooperative and performs well, with access to Royal Bank of Canada resources and a structure that supports both personal and professional development.
Responsibilities
- Utilize Royal Bank of Canada’s full range of investment, credit, and banking solutions to offer customized financial planning advice aimed at assisting clients in achieving their objectives.
- Manage the portfolio not only by growing it but also by maintaining it with good relationship management based on values and by performance targets’ accomplishment.
- Create professional ties with service partners and a local market.
Requirements
- Financial Planning certification: PFP®, QAFP™, or CFP®.
- Mutual Funds registration (IFIC or CSC).
At least 3 years of financial planning history. - Exceptional financial skill with successfully demonstrated ability to network, acquire, and manage relationships.
- Proven ability to establish a market presence and develop COI and partner relationships.
- Willingness and ability to travel throughout the market when necessary.
How to Apply?
Interested and eligible candidates can find more information in this link below and apply at Royal Bank of Canada.