Job Summary Job Description What is the opportunity? RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities Hamilton branch is currently seeking an experienced Financial Planner to join a successful team. In this role, the Financial Planner will work directly with a group of high-net-worth clients, providing wealth management services including creating and presenting comprehensive plans, engaging in tax and estate planning, and coordinating with other RBC Wealth Management professionals. 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? Develop comprehensive, personalized financial plans for high-net worth clients including retirement, estate and tax strategies Collaborate with an established team of internal experts and external advisors to coordinate/advise on our client’s wealth management needs Educate clients on financial planning concepts and risk management Work with an exceptional support team to follow a service plan for proactive and a high level of client service, direct client contact in person, by phone and/or video. Identify opportunities for asset consolidation and referrals What do you need to succeed? Must Have 5 years+ of professional experience within the investment industry in a client facing role (other relevant experience may be considered) Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) (or willingness to obtain within 6 months of hire date) Exceptional written and verbal communication skills in English Strong interpersonal skills, including active listening, to effectively understand clients’ needs, goals and concerns Passion for building client relationships and providing high level advice and service Attention to detail and strong problem solving and analytical skills Nice to Have Other professional designations (accounting, Chartered Financial Analyst) Post-secondary degree 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 designation Job Skills Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement Additional Job Details Address: 100 KING ST W:HAMILTON City: HAMILTON Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-04-15 Application Deadline: 2025-05-20 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay 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 jobs.rbc.com. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.? We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.
