25 Sep
|
Tobermory
|
Wingham
Royal Bank of Canada based in 287 10 ST:HANOVER is inviting applications from suitable candidates for the position of Financial Planner Investment and Retirement Planning who are self-motivated and have valuable interpersonal skills. The candidate who got selected will be required to start work as soon as possible. The open positions pertain to the Full time job.
Employer Name : Royal Bank of Canada Position : Financial Planner Investment and Retirement Planning Salary : CA$65,000–CA$83,000 per year Work hours/week : 37.5 Employment type : Full-time Location : 287 10 ST:HANOVER
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 recent-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.
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.
Job Skills
The candidate must be able to adjust quickly to changing priorities and work environments.
The candidate must have skills in developing new business opportunities.
The candidate must prioritize client needs and deliver solutions that put clients first.
The candidate must demonstrate curiosity and a willingness to explore new ideas and solutions.
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📌 Financial Planner (Wingham)
🏢 Tobermory
📍 Wingham