Financial planner, investment and retirement planning
Royal Bank of Canada (RBC) based in Richmond, BC is inviting applications from suitable candidates for the position of Financial planner. Royal Bank of Canada (RBC) is a premier financial institution offering diverse services like banking, wealth management, insurance, and capital markets. With a global presence and a client base exceeding 16 million, RBC stands as a leader in innovation and customer satisfaction. It leverages advanced technology to deliver tailored financial solutions, contributing significantly to economic growth both domestically and internationally. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: Royal Bank of Canada (RBC)
Position: Financial planner, investment and retirement planning
No of Vacancies: 3
Salary: Salary is not mentioned, $40.00 – $45.00 hourly estimated salary
Employment Type: Full time/Regular
Platform: Personal and Commercial Banking
Job Category: Sales and Advisory
Location: Richmond, BC, Canada
Shift: 37.5 Hours/Week
Requisition ID: R-0000078493
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates should have Financial Planning Designation (PFP®, QAFP™ or CFP®)
Experience: Candidates should have minimum 2 years’ experience in financial planning
Physical Requirements:
- The candidates should have the ability to cultivate strong partner relationships
- The candidates should be digitally savvy, with the ability to effectively utilize mobile applications
Other Requirements:
- The candidates should hold a Mutual Funds License (IFIC or CSC)
- The candidates should demonstrate proven networking and client acquisition skills
Responsibilities:
- The candidates should be able to provide tailor-made financial planning advice and solutions using a wide range of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
- The candidates should be able to acquire and consolidate existing and new-to-RBC clients
- The candidates should be able to connect clients with the appropriate RBC team members
- The candidates should be able to develop external business referral sources through networking, marketing, and leveraging their centers of influence
Benefits:
- The candidates will get pension
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!