Financial Planner, Investment & Retirement Planning
About the role
Job Description
As a Financial Planner, you will be responsible for providing personalized financial planning advice to clients, focusing on investment and retirement planning. You will work closely with clients to understand their financial goals and develop tailored strategies to help them achieve those goals.
Main Responsibilities
- Conduct comprehensive financial planning assessments for clients.
- Develop and present customized investment and retirement strategies.
- Maintain ongoing relationships with clients to ensure their financial plans remain aligned with their goals.
- Stay updated on market trends and investment products to provide informed advice.
Required Qualifications
- Bachelor’s degree in Finance, Business, or a related field.
- Minimum of 3 years of experience in financial planning or investment advisory.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
Preferred Qualifications
- Certified Financial Planner (CFP) designation.
- Experience with financial planning software.
- Knowledge of tax and estate planning strategies.
Additional Information
- Type: Full time
- Application Deadline: 07/03/2025
- Req ID: R-0000089620
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.
http://rbc.com/legalstuff.
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.
https://www.rbc.com/conditions-dutilisation/
Financial Planner, Investment & Retirement Planning
About the role
Job Description
As a Financial Planner, you will be responsible for providing personalized financial planning advice to clients, focusing on investment and retirement planning. You will work closely with clients to understand their financial goals and develop tailored strategies to help them achieve those goals.
Main Responsibilities
- Conduct comprehensive financial planning assessments for clients.
- Develop and present customized investment and retirement strategies.
- Maintain ongoing relationships with clients to ensure their financial plans remain aligned with their goals.
- Stay updated on market trends and investment products to provide informed advice.
Required Qualifications
- Bachelor’s degree in Finance, Business, or a related field.
- Minimum of 3 years of experience in financial planning or investment advisory.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
Preferred Qualifications
- Certified Financial Planner (CFP) designation.
- Experience with financial planning software.
- Knowledge of tax and estate planning strategies.
Additional Information
- Type: Full time
- Application Deadline: 07/03/2025
- Req ID: R-0000089620
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.
http://rbc.com/legalstuff.
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.
https://www.rbc.com/conditions-dutilisation/