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Vancouver, British Columbia, Canada RBC Full time{"Job Title": "Financial Planner, Investment and Retirement Planning Expert", "Job Summary": "As a Financial Planner, Investment and Retirement Planning Expert at RBC, you will create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity,...
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Financial Planner, Investment Retirement Planning
4 months ago
Job Summary
Job Description
Market: Vancouver Downtown
What is the opportunity?
As an RBC Investment and Retirement Planner, you develop relationships with 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 (PFP®, QAFP⢠or CFP®) or close to completing
- Mutual Funds License (IFIC or CSC)
- Minimum 2-3 yearsâ experience in financial planning/advisor role
- Proven networking and client acquisition skills
- Ability to cultivate strong partner relationships
Whatâs 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.
- 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 option
RBCFPÂ
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Job Skills
Additional Job Details
Address:
VANCOUVER MAIN BRANCH, 1025 GEORGIA ST W:VANCOUVERCity:
VANCOUVERCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Personal and Commercial BankingJob Type:
RegularPay Type:
CommissionPosted Date:
2024-05-21Application Deadline:
2024-06-18Inclusion 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.
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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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