Financial Planner

Job title:

Financial Planner

Company

Royal Bank of Canada

Job description

Job Summary

Job Description

What is the opportunity?

The RBC Dominion Securities London branch is currently seeking an experienced Financial Planner to join a successful team. This is a relationship management role working directly with a group of high-net-worth clients, providing exceptional service, advice and comprehensive investment management and wealth management services. Identifying and assisting in the growth of new business opportunities is recommended, but not necessarily the main objective of the role. You must have a genuine passion for helping people reach their financial goals, and for working as a part of a team.

What will you do?

Manage and build long-term relationships with affluent and high net worth clients and their families

Work with an established team of internal experts and external advisors to coordinate/advise on all aspects of a client’s wealth management needs (financial planning, investments, banking, insurance, will & estate planning)

Working within a diligent investment strategy framework, provide investment management services through regular portfolio reviews, and rebalancing, making recommendations and developing client projections to deliver customized client solutions

Work with an exceptional support team to follow a service plan for proactive and a high level of client service; constant direct client contact in person, and by phone and video.

Identify opportunities for asset consolidation and referrals

Build strong relationships within the community, local partners and centers of influence

What do you need to succeed?
Must Have

2 years or more of professional experience within the investment industry in a client facing role (other relevant experience may be considered)

Certified Financial Planner

Approval as a Registered Representative (RR) with IIROC

Post-secondary degree

Exceptional written and verbal communication skills in English

Passion for building client relationships and providing a high level of advice and service

Attention to detail and strong problem solving and analytical skills

Nice to Have

Canadian Securities Course (CSC) and Canadian Practices Handbook (CPH) or willingness to obtain

Chartered Investment Manager (CIM) designation, a definite asset?

Other designations (accounting, Chartered Financial Analyst) an asset?

What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation.

Work on a dynamic, collaborative, progressive, and high-performing team

Ability to make a difference and lasting impact in people’s lives

Grow your career with access to training to enhance designations

Job Skills Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address: 148 FULLARTON ST:LONDON

City: LONDON

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2023-12-11

Application Deadline: 2024-02-29

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expected salary

Location

London, ON

Job date

Sun, 11 Feb 2024 05:19:18 GMT

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