[ref. u1184218] Financial Planner - Hamilton
Job Summary
Job Description
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.
The RBC Dominion Securities Hamilton branch is currently seeking an experienced Financial Planner to join a successful team. In this role, the Financial Planner will work directly with a group of high-net-worth clients, providing wealth management services including creating and presenting comprehensive plans, engaging in tax and estate planning, and coordinating with other RBC Wealth Management professionals.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?- Develop comprehensive, personalized financial plans for high-net worth clients including retirement, estate and tax strategies
- Collaborate with an established team of internal experts and external advisors to coordinate/advise on our client’s wealth management needs
- Educate clients on financial planning concepts and risk management
- 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
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 (CFP) or Personal Financial Planner (PFP) designation
- Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) (or willingness to obtain within 6 months of hire date)
- Exceptional written and verbal communication skills in English
- Strong interpersonal skills, including active listening, to effectively understand clients’ needs, goals and concerns
- Passion for building client relationships and providing high level advice and service
- Attention to detail and strong problem solving and analytical skills
- Other professional designations (accounting, Chartered Financial Analyst)
- Post-secondary degree
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 designation
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details
Address:
100 KING ST W:HAMILTON
City:
HAMILTON
Country:
Canada
Work hours/week:
- 5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-12-06
Application Deadline:
2025-01-30
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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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