Financial Planner, Investment and Retirement Planning
Financial Planner, Investment and Retirement Planning
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Job Description
Job Summary
Job Description
What is the opportunity
As an RBC Financial Planner Investment and Retirement Planning you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity you are fully supported by internal partners who send client referrals your way. Your creativity motivation and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.
** Please be advised specific location is to be determined and successful incumbent must be mobile within the Winnipeg MB Market **
What will you do
Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions including best-in-class proprietary and select third-party mutual fund solutions
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking marketing and your centres of influence
What do you need to succeed
Must-have
Financial Planning Designation (PFP or CFP)
Mutual Funds License (IFIC or CSC)
Minimum 2 years experience in financial planning
Proven networking and client acquisition skills
Ability to cultivate strong partner relationships
Digital Savviness ability to effectively utilize mobile applications
Fluent in English and a second language is an asset
Whats 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 of flexible benefits competitive commission structure and pension options
World-class training programs and career development opportunities
The advantage of working with a dynamic collaborative and high performing team where initiative and hard work are recognized and rewarded
A flexible work schedule based on client preferences and your own work/life balance
Innovative mobile technology to ensure your success
#LI-RZ1
RBCFP
Job Skills
Adaptability Business Development Client Centricity CuriosityAdditional Job Details
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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 believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best effectively collaborate drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect belonging and opportunity for all.
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Employment Type
Full-Time
