Job Description

Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you\xe2\x80\x99re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title Financial Planner



Join a well-established team for a highly rewarding long term career opportunity!

What is the opportunity?

The RBC Dominion Securities Niagara Falls branch is currently seeking an experienced Financial Planner to join a successful Chairman\xe2\x80\x99s council 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\xe2\x80\x99s 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; constant direct client contact in person, and by phone and 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 or more 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, a definite asset
• Approval as a Registered Representative (RR) with IIROC
• Post-secondary degree
• Exceptional written and verbal communication skills in English
• Passion for building client relationships and providing a high level of advice and service
• Attention to detail and strong problem solving and analytical skills

Nice-to-have

• Chartered Investment Manager (CIM) designation, a definite asset
• Other designations (accounting, Chartered Financial Analyst) an asset

What\xe2\x80\x99s 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\xe2\x80\x99s lives
• Grow your career with access to training to enhance designations

Job Summary

Address: NIAGARA FALLS, Ontario, Canada

City: CAN-ON-NIAGARA FALLS

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2023-06-21

Application Deadline: 2023-07-21

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.

Royal Bank of Canada