Financial Planner

RBC - Royal Bank

London, ON

$49K-$66.9K a year (estimated)

Full-time

Job Summary

Job Description

What is the opportunity?

The RBC Dominion Securities London branch is currently seeking an experienced Financial Planner to join a successful 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 families
Work 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 solutions
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
Build strong relationships within the community, local partners, and centers of influence

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 or Personal Financial Planner designation
Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) (or willingness to obtain within 6 months of hire date)
Post-secondary degree
Exceptional written and verbal communication skills in English
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

Chartered Investment Manager (CIM) designation
Other designations (accounting, Chartered Financial Analyst)

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 designations

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

30+ days ago

Related jobs

Financial Planner, Investment & Retirement Planning

0000050007 Royal Bank of Canada

London, Ontario

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the London Market. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve...

Financial Planner

RBC - Royal Bank

London, Ontario

Certified Financial Planner or Personal Financial Planner designation. You must have a genuine passion for helping people reach their financial goals, and for working as a part of a team. Work with an established team of internal experts and external advisors to coordinate/advise on all aspects of a...

Financial Planner - Brantford, London, Windsor

Scotiabank

London, Ontario

Successfully completed the Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Con...

Financial Planner, Investment & Retirement Planning

Royal Bank of Canada>

London, Ontario

Financial Planner - Brantford, London, Windsor

Scotiabank

London, Ontario

Financial Planner, Investment & Retirement Planning

RBC - Royal Bank

London, Ontario

Internship Program-Financial Planner

IG Wealth Management

Financial Planner, Canada

Assist the Financial Planner in the personalized financial planning process. Internship Program – Financial Planner. Eager to find out more about a career as a financial planner?. You will be paired with an IG Wealth Management Financial Planner so you can experience the various career steps. ...

Financial Planner

BMO

Canada, Canada

Personal Financial Planner (PFP) designation,. Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),. Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Introduces clients to ...

Virtual Financial Planner (Bilingual, French and English)

BMO

Canada, Canada

Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Virtual Financial Planner can offer you all that and much more. As a BMO Virtual Financial Planner you will be part of a collaborative team ...

Promoted

Finance Manager / Management Accountant Lead

HAYS

Twickenham, Ontario, CANADA

Group Management Accountant, Finance Manager. As a Senior Management Accountant Lead / Finance Manager in their shared services team, you will oversee the management accounts for multiple global entities. In this role, you will partner with managers, directors, and key stakeholders to provide critic...