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 : 2024-12-06

Application Deadline :

2025-01-06

Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

I nclusion 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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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 .