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Job Description
What is the opportunity?
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; 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
2 years or more of professional experience within the investment industry in a client facing role (other relevant experience may be considered)
Certified Financial Planner
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
Canadian Securities Course (CSC) and Canadian Practices Handbook (CPH) or willingness to obtain
Chartered Investment Manager (CIM) designation, a definite asset?
Other designations (accounting, Chartered Financial Analyst) an asset?
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
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job Details
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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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