Financial Planner

Royal Bank of Canada

Barrie, Ontario, Canada
Base: $60,000.00 - $95,000.00; bonus/equity: discr...
Financial planning with hnw clients
Client relationship management
Business applications proficiency
As a Financial Planner, you will work with an Investment Advisor team to provide proactive advice and support, helping deepen existing relationships and welcome new clients to the firm

Job Summary

  • As a Financial Planner, you will work with an Investment Advisor team to provide proactive advice and support, helping deepen existing relationships and welcome new clients to the firm.
  • You will help build and execute business plans, identify opportunities for asset consolidation and referrals, and support new client acquisition while coordinating with internal Wealth Management specialists.
  • The role offers a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable, along with opportunities for professional growth and close client relationships.

Matching Summary

As a Financial Planner, you will work with an Investment Advisor team to provide proactive advice and support, helping deepen existing relationships and welcome new clients to the firm.

Salary

Base: $60,000.00 - $95,000.00; Bonus/Equity: Discretionary variable compensation program; Benefits: Comprehensive Total Rewards Program including bonuses and flexible benefits

Skills & Requirements

Must-have

  • Financial planning with HNW clients
  • Client relationship management
  • Business applications proficiency
  • Problem solving and analytical skills
  • Client service excellence

Nice-to-have

  • Growth- and goals-oriented mindset
  • Collaborative team environment
  • Strong communication skills
  • Research and market analysis
  • Event and meeting facilitation

Key Requirements

  • 4 years professional investment industry experience
  • Certified Financial Planner (CFP) or Personal Financial Planner (PFP)
  • University degree

Work Rights

Not specified

Tailored Resume

Cover Letter