Financial Planner, Investment & Retirement Planning

Royal Bank of Canada situated in 2441 7 AVE N:REGINA is currently looking for applications for the role of Financial Planner, Investment & Retirement Planning who is a self-motivated individual with excellent interpersonal skills. The selected candidate must start work promptly. The available positions are for Full time job.

Employer Name: Royal Bank of Canada
Position: Financial Planner, Investment & Retirement Planning
Salary: $65,834 per year
Work hours/week: 37.5
Employment type: Full-time
Location: 2441 7 AVE N:REGINA

Also hiring: Live-in caregiver – seniors

Job Description

  • The candidate must deliver personalized financial planning advice, leveraging a wide range of investment and portfolio options, including top-tier proprietary and select third-party mutual funds.
  • The candidate will be responsible for acquiring new-to-RBC clients and consolidating existing client assets.
  • The candidate will be responsible for directing clients to the correct RBC team members to address their needs.
  • The candidate will be responsible for developing and maintaining external business sources through networking, marketing, and personal contacts.

Job Requirements

  • The candidate will be required to hold a professional financial planning certification, such as QAFP®, PFP®, or CFP®.
  • The candidate must have a Mutual Funds license, either IFIC or CSC.
  • The candidate must have at least two years of hands-on experience in financial planning.
  • The candidate must have strong networking and client acquisition skills.
  • The candidate must be able to build and maintain strong partner relationships.
  • The candidate must be digitally savvy and able to use mobile applications effectively.

Benefits

  • The candidate will be offered a Total Rewards package that includes flexible benefits, competitive commissions, and retirement planning options.
  • The candidate will receive world-class training and development programs to support career advancement.
  • The candidate will have the opportunity to work in a dynamic, collaborative, high-performing team where effort and initiative are recognized and rewarded.
  • The candidate will receive a flexible schedule that considers client needs and personal work/life balance.
  • The candidate will have access to innovative mobile technology to help ensure success.

How to Apply

If you wish to apply, please utilize the provided options to submit your application.

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