Job Summary Job Description What is the opportunity? What will you do?
- Prepare comprehensive personal financial plans on behalf of the various sales forces and with the Financial Planning Specialists which includes determining the clients' objectives, analyzing the clients' current situations, and developing appropriate advice, strategies, and recommendations
- Stay current with financial planning standards and practices
- Be involved in spotting, anchoring, introducing, and following up on opportunities for complimentary businesses and solutions
- Maintain a high level of partnership and knowledge regarding all of RBC's units
- Contribute ideas and participate in development projects to enhance our services
- Provide ongoing coaching and training to other professionals in Wealth Management Services
What do you need to succeed? Must-have
- Financial Planner diploma granted by the IQPF
- 5 years of experience in financial planning, client-facing experience a strong asset
- In-depth understanding and knowledge of the Canadian taxation system
- Working knowledge of financial planning software (Conquest)
- Strong knowledge of Microsoft Office (Word \& Excel) and ability to adapt to a fast-changing software
- Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs.
Nice-to-have
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Accounting designation
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A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation
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Leaders who support your development through coaching and managing opportunities
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Ability to make a difference and lasting impact
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Work in a dynamic, collaborative, progressive, and high-performing team
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Flexible work/life balance options
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Opportunities to do challenging work
Additional Job Details Application Deadline:
Royal Bank of Canada
