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 a RBC Financial Planner Investment and Retirement Planning you develop relationships and 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 hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential you can truly create the future you want for yourself and for the clients you advise.
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 (IPF) or in the process of completion
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
Bilingualism (English and French) required as you will regularly serve our clients with English and French-speaking needs
Mandarin is also required to be able to serve the Asian and Chinese community in this market.
What are the advantages 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.
Full-time RBC employee status with unlimited earning potential and full benefits
Work with a dynamic collaborative progressive and high-performing team
A world-class training program in financial services
Flexible work/life balance options
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
