Top Benefits
About the role
What is the opportunity?
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. For more information, please visit: <https://www.rbcwealthmanagement.com/en- ca/dominion-securities>
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)
-
Certified Financial Planner or Personal Financial Planner designation
-
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
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Top Benefits
About the role
What is the opportunity?
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. For more information, please visit: <https://www.rbcwealthmanagement.com/en- ca/dominion-securities>
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)
-
Certified Financial Planner or Personal Financial Planner designation
-
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
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.