Investment Planning Specialist
| Company | Royal Bank of Canada |
|---|---|
| Location | Melfort, SK, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Mutual Funds License (IFIC or CSC)
- Personal Financial Services Advice course (or equivalent)
- Excellent communication, time management and organizational skills
- Proven networking and client acquisition skills
- Ability to develop a strong referral network
Responsibilities
- Provide tailor-made financial advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
- Build a portfolio and support contact management across both portfolios
- Enable Mentor to increase financial planning and advice activities
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
- Acquire either the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) no later than the conclusion of the mentorship
Preferred Qualifications
- A post-secondary diploma/degree, ideally in commerce or business administration
- Previous experience in financial services
- Continuous learner with a deep curiosity for understanding his/her diverse customers and is up-to-date with changes in client needs, procedures, and relevant products