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Royal Bank of Canada

Global banking, wealth management, and insurance

Financial Planner

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timePowell River, BC, CanadaNo salary listedIn-person

About the Job

Requirements

  • A Financial Planning designation (PFP, QAFP, or CFP) is required.
  • A Mutual Funds license (IFIC or CSC) is required.
  • At least 3 years of experience in financial planning is required.
  • Strong financial acumen, proven networking, client acquisition, and relationship management skills, and a track record of partnering and collaboration are required.
  • The ability to create a market presence, build centers-of-influence relationships, and cultivate strong partner relationships is required.

Responsibilities

  • Provide tailored financial planning advice and help clients reach their goals using investment, credit, and everyday banking solutions.
  • Grow, expand, and maintain a client portfolio using value-based relationship management practices while achieving performance targets.
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
  • Provide ongoing comprehensive reviews of clients’ financial circumstances, build long-term client relationships through advice and financial planning expertise, and provide ongoing services.

Desired Qualifications

  • The ability to be mobile throughout the market is preferred.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

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