Financial Planner, Investment and Retirement Planning

2 weeks ago

Yorkton, Canada RBC - Royal Bank Full time

Job Summary

As an RBC Investment and Retirement Planner in the Yorkton, SK Market, 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.

Job Description

What is the opportunity?

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:

  1. Financial Planning Designation (PFP or CFP or QAFP)
  2. Mutual Funds License (IFIC or CSC)
  3. Minimum 2 years' experience in financial planning
  4. Proven networking and client acquisition skills
  5. Ability to cultivate strong partner relationships
  6. Digital Savviness, ability to effectively utilize mobile applications
  7. Fluent in English and a second language is an asset

What's 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

Job Skills
  • Adaptability
  • Business Development
  • Client Centricity
  • Curiosity

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