As an Investment and Retirement Planning Financial Planner at Royal Bank of Canada, you will assist new clients and current ones in achieving their long-term financial goals. You can do so by developing customized Investment and Retirement strategies for each client.
Royal Bank of Canada offers exceptional support for its employees through its extensive benefit plans, flexible scheduling, and commission-based pension plan so that you can achieve success while balancing your career with your personal life.
By means of your client satisfaction pledge, you will play a significant role in the Royal Bank of Canada’s united culture of excellence. You will be part of a high-performing team that appreciates cooperation and collaboration in the success of the clients. If you are eager to succeed in a lively environment, then we encourage you to familiarize yourself with Royal Bank of Canada.
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Employer Details
Company Name : Royal Bank of Canada
Location : Greater Sudbury, Grand Sudbury, Ontario, Canada
Salary : $99841 per year
Job Type : Full time
Start date : As soon as possible
Benefits : A culture that is focused on growth, collaboration and sharing success, a flexible work schedule, flexible benefits and high commissions, comprehensive training with career development, a supportive and productive team, and new mobile tools for success.
Job Description
- This post of Financial Planner Investment and Retirement Planning deals with designing customized investment and retirement plans for the customers following their individual needs and preferences.
- Provides financial planning advice utilizing all of Royal Bank of Canada ‘s investment and portfolio products and services.
- Develops and keeps a solid client base by establishing new relationships and providing continuous support.
- Refers clients to Royal Bank of Canada experts when there is a need for more specialized knowledge.
- Creates external referral networks through community activities and professional ties.
- Spends about 37.5 hours weekly in a flexible and supportive environment that promotes work-life balance.
Responsibilities
- Gives personalized financial planning counsel making use of a vast selection of investments and portfolios.
- Increases the number of Royal Bank of Canada clients by acquiring new ones as well as making existing ones more loyal.
- Make certain that the clients are always assisted by linking them with the best Royal Bank of Canada experts.
- Creates referral connections by means of proactive networking and involvement in the community.
- Contributes to the company’s development by means of advertising and maintaining good professional relationships.
Requirements
- Holds the credential in financial planning that is acknowledged.
- Certified to provide professional opinions about mutual funds.
- Possesses not less than two years of experience in working in roles related to financial planning.
- Exhibits remarkable skills in networking and acquiring clients.
- Capable of creating and sustaining positive collaborations.
- Confident in the efficient usage of digital tools and mobile applications.
How to Apply ?
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