Financial Planner

RBC - Royal Bank; London; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading company in financial services is seeking an experienced Financial Planner to join their London branch. In this role, you will manage relationships with affluent clients, providing exceptional investment and wealth management services. Successful candidates will have over 5 years in client-facing roles in the investment industry and a desire to foster client relationships. This position also offers opportunities for professional growth and a comprehensive rewards program in a collaborative environment.

Benefits

Comprehensive Total Rewards Program

Dynamic and collaborative team environment

Access to training to enhance designations

Qualifications

• 5+ years of professional experience in a client-facing role within the investment industry.
• Exceptional communication skills and a passion for client relationships.
• Attention to detail and strong problem-solving capabilities.

Responsibilities

• Manage long-term relationships with high net-worth clients.
• Provide investment management services and develop customized client solutions.
• Work collaboratively with internal experts and external advisors.

Skills

Business Development

Client Centricity

Communication

Long Term Planning

Education

Post-secondary degree

Canadian Securities Course

Conduct & Practices Handbook

Tools

Chartered Investment Manager (CIM) designation

Chartered Financial Analyst (CFA)

Job description

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)
• 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