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Financial Planner, Investment and Retirement Planning
4 months ago
Job Summary
Job Description
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?
-Â Â Â Â Â Â Â Â 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
-Â Â Â Â Â Â Â Â Acquire and consolidate existing and new-to-RBC clients and assets
-Â Â Â Â Â Â Â Â Connect clients with the right RBC team members to help continuously meet their needs
-Â Â Â Â Â Â Â Â Develop external business referral sources through networking, marketing, and your centers of influence
What do you need to succeed?Â
Must-have
-Â Â Â Â Â Â Â Â Financial Planning Designation (PFP or CFP)
-Â Â Â Â Â Â Â Â Mutual Funds License (IFIC or CSC)
-Â Â Â Â Â Â Â Â Minimum 2 yearsâ experience in financial planning
-Â Â Â Â Â Â Â Â Proven networking and client acquisition skills
-Â Â Â Â Â Â Â Â 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 options
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**Please note this is for Vaughan West MArket and not specific to this location**
About RBC
Royal Bank of Canada is Canadaâs largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North Americaâs leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com.
Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.
Job Skills
Adaptability, Business Development, Client Centricity, CuriosityAdditional Job Details
Address:
4500 HWY 7, BUILDING C:VAUGHANCity:
VAUGHANCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Personal and Commercial BankingJob Type:
RegularPay Type:
CommissionPosted Date:
2024-05-16Application Deadline:
2024-06-17Inclusion 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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