The Financial Planner Investment and Retirement Planner has the duty to recommend the client’s personal investments and financial plans in a way that communicates trust and understanding about the client’s financial goals for the future, for both new and current clients.
Royal Bank of Canada’s aim is to set up such a work environment that employees can collaborate, educate themselves, develop their potential, get success in both personal and professional lives, and at the same time support the concepts of individuality, Diversity, and Work-Life Balance.
That means all employees can help shape the Royal Bank of Canada Culture and Community every day. If you want to advance your career in a supportive atmosphere that helps clients attain their best through service, please submit your application for this position described above.
Also hiring: ECE assistant
Employer Details
Company Name : Royal Bank of Canada
Location : Terrace, British Columbia, Canada
: Smither, British Columbia, Canada
Salary : $64,002 to $152,006 annually
Job Type : Full-Time
Start Date : As soon as possible
Benefits : A full range of compensation including a flexible benefits package, competitive commission structure, pension options for long-term security, leading edge training, development and growth at company, an organisational culture that promotes teamwork, high performance and collaboration, recognition for taking risks, flexible hours to support work-life balance, cutting-edge mobile technology etc.
Job Description
- Responsibilities as a Client Relations Advisor in this full-time role include providing individualized assistance in the areas of investment and retirement planning for clients while also offering them the expertise of Integrated Royal Bank of Canada Solutions.
- A Client Relations Advisor creates lasting partnerships with clients by collaborating with them on common interests and referring them to other professionals who can assist them.
- Part of a successful team that operates within a highly flexible, supportive environment.
- This position offers a commission structure along with comprehensive training, access to mobile technology, and opportunities for increased advancement within your career.
- 37.5 hours per week.
- Based in Terrace, BC. Personal & Commercial Banking.
Responsibilities
- Provide customised financial planning and investing solutions.
- Develop and retain both new and existing client relationships and asset base.
- Partner with internal Royal Bank of Canada groups to respond to ever-changing client needs.
- Should develop external sources.
Requirements
- Mutual Fund Agent Licenses (IFIC or CSC).
- Financial Planning Designation (PFP®, QAFP™ or CFP®).
- 2+ years experience in financial planning.
- Should have strong communication skills and networking system knowledge.
- Should have the ability to develop and maintain partnerships.
- Digital/Social Media knowledge.
- Have the ability to use Mobile/Digital Applications effectively.
How to Apply ?
Click the link which is given below to learn more about this post and apply at Royal Bank of Canada.