Financial Planner

Tobermory; Mississauga; On-site; CAD 83,000 - 100,000; Full time

Benefits offered by this job

Competitive pay

Performance incentives

Full benefits

Training

Career growth

Flexible work life balance

Supportive leadership

Long term development programs

Job summary

Royal Bank of Canada in Mississauga, ON, is seeking a Financial Planner to build long-term client relationships and deliver personalized wealth advice. The role focuses on growth of a personal client portfolio and collaboration with local partners to meet business goals.

You will review financial needs, provide investment and banking guidance, and participate in ongoing training and career development. This full-time position offers competitive pay and incentives within a supportive team.

Qualifications

• Holds a Financial Planning designation such as QAFP, PFP or CFP.
• Holds a Mutual Funds License through IFIC or the Canadian Securities Course.
• Has at least 3 years of work experience in financial planning.
• Shows strong knowledge of financial planning and client relationship management.
• Demonstrates networking and portfolio growth abilities.

Responsibilities

• Review clients’ financial situations and recommend suitable financial plans.
• Provide advice on investment, lending and everyday banking products.
• Grow and manage a portfolio of clients.
• Build lasting relationships with clients through regular financial reviews.
• Develop referral networks with local partners and service teams.
• Meet business targets through value based client relationship management.

Skills

Client relationships

Networking

Business development

Sales orientation

Mandarin/Cantonese asset

Education

Financial Planning designation (QAFP/PFP/CFP)

Mutual Funds License (IFIC/CSC)

Job description

Financial Planner helps clients build a secure financial future through planning and trusted advice. You will grow lasting client relationships by reviewing financial needs and providing support. You will also build referral networks and connect with local partners to expand your client portfolio and meet business goals.

Royal Bank of Canada offers a supportive work place with excellent learning programs and long term career growth. If you enjoy helping clients plan for the future and grow their finances, check out the job posting below.

Company Name : Royal Bank of Canada
Location : Mississauga, Ontario, Canada
Salary : $83,000 to $100,000 annually
Job Type : Full time
Start date : As soon as possible
Benefits : Competitive pay with performance incentives, full employee benefits, paid financial services training, career growth, supportive leadership, flexible work life balance, high performing team, long term development programs

Job Description

• Financial Planner provides personalized financial planning and wealth advice to clients.
• This is a full time permanent position with Royal Bank of Canada.
• The role supports future openings across the GTR West area.
• The role focuses on building long term client relationships and growing a personal client portfolio.
• The position offers competitive pay, performance based earnings and ongoing career development.

Responsibilities

• Review clients’ financial situations and recommend suitable financial plans.
• Provide advice on investment, lending and everyday banking products.
• Grow and manage a portfolio of clients.
• Build lasting relationships with clients through regular financial reviews.
• Develop referral networks with local partners and service teams.
• Meet business targets through value based client relationship management.

Requirements

• Hold a Financial Planning designation such as QAFP, PFP or CFP.
• Hold a Mutual Funds License through IFIC or the Canadian Securities Course.
• Have at least 3 years of work background in financial planning.
• Show strong knowledge of financial planning and client relationship management.
• Show success in networking, client acquisition and portfolio growth.
• Can build a market presence and develop strong relationships.
• Knowing Mandarin or Cantonese languages are an asset.
• Be willing to travel throughout the assigned market when required.