Financial Planner

Job title:

Financial Planner

Company

Royal Bank of Canada

Job description

Job SummaryJob DescriptionJoin a well-established team for a highly rewarding long term career opportunityWhat is the opportunity?The RBC Dominion Securities Niagara Falls branch is currently seeking an experienced financial planner to join a successful Chairman’s council 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 familiesWork 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 solutionsWork 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 referralsBuild strong relationships within the community, local partners and centers of influenceWhat do you need to succeed?
Must-have5 years or more of professional experience within the investment industry in a client facing role (other relevant experience may be considered)Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) (or willingness to obtain within 12 months of hire date)Post-secondary degreeExceptional written and verbal communication skills in EnglishPassion for building client relationships and providing a high level of advice and serviceAttention to detail and strong problem solving and analytical skillsNice-to-haveCertified Financial Planner or Personal Financial Planner designation, a definite assetChartered Investment Manager (CIM) designation, a definite assetOther designations (accounting, Chartered Financial Analyst) an assetWhat’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 teamAbility to make a difference and lasting impact in people’s livesGrow your career with access to training to enhance designationsJob Skills Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress: 4342 QUEEN ST:NIAGARA FALLSCity: NIAGARA FALLSCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2025-01-22Application Deadline: 2025-02-13Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

Expected salary

Location

Niagara Falls, ON

Job date

Fri, 24 Jan 2025 01:41:29 GMT

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