Position Title:   Certified Financial Planner, RBC Dominion Securities
Position Type:   Full-Time
Position Category:   Financial Consultant/Investment Advisor
Relocation:   No

Job Description:

The Saint John, Moncton and Fredericton branches of RBC Dominion Securities are currently seeking a Certified Financial Planner to provide financial planning and other wealth management strategies to new and existing clients. The successful candidate will work with the Investment Advisors to provide a high level of service and expertise to their clients. The candidate will be self-motivated, organized, and well versed in Financial Planning software and strategies and have at least 2 – 4 years related experience. Bilingualism (French/English) would be an asset.

This role will require about 40% travel, comprised of 3 days per week spent at the Saint John location, and 1 day per week at both the Moncton and Fredericton DS locations.

Requirements:

• Fluent oral and written English communication skills are mandatory.  Bilingualism (French/English) would be an asset.
• Ongoing knowledge of current market activity
• Ability to successfully multi-task
• Strong Microsoft Office skills
• Strong financial planning skills including experience preparing financial plans for clients using Horizons and Compass software, NaviPlan and Insync.
• Ability to consolidate assets and uncover other growth opportunities.
• Organizational and Time Management to meet deadlines of meetings and presentations.
• Previous experience in Financial Planning/Advice roles would be an asset.

Minimum Accreditations: CSC, CPH, PFP. FMA or CFP are also required.

Preferred Accreditations: LLQP (must be completed within a reasonable timeframe upon hire)

Key Accountabilities:

Responsibilities will include but are not limited to:

1. Financial Planning
• Co-ordinate with the Investment Advisor to schedule financial planning meetings and reviews with existing clients.
• Meet with new and existing clients to collect personal financial data.
• Prepare and present financial plans to clients.
• Identify opportunities to consolidate additional client assets and for other products and services (i.e. will and estate planning, insurance).
2. Insurance
• Identify opportunities to protect and enhance clients wealth
• Organize and assist in meetings with insurance specialists
• Maintain current information and client files
3. Client Service
• Provide a high level of client service and expertise
• Follow up with clients regarding various planning strategies
• Ensure that Financial Plans are presented in a professional and timely fashion.

Position Challenges:

• Ability to prioritize client meetings & presentations
• Ability to deliver results with shifting priorities
• Ability to deal with varying personalities with internal and external clients
• Ability to stay current on all applicable Financial Planning software and tools
• Strong grasp of Wealth Management Strategies and Solutions

Experience:   Minimum 2 years
Education:   High School Diploma / GED
Accreditations:   CSC/CPH/PFP/FMA/CFP/LLQP
Skills:  Excellent Written & Communication Skills

Minimum Salary:   Not Available
Maximum Salary:   Not Available

We thank all interested candidates however only those selected for an interview will be contacted.

If interested, please apply online at http://track.jobviper.com/ViewJob.asp?id=507199-1384-7871.