Financial Planner Investment and Retirement Planning

7 days ago


Toronto, Ontario, Canada Royal Bank of Canada Full time
Job SummaryJob Description

What is the opportunity?

  • As an RBC Investment and Retirement Planner, you will develop personalized investment solutions for potential and existing RBC clients. Supported by internal partners who refer clients your way, your creativity and drive for new sales will help clients achieve their financial goals.
  • Provide tailored financial advice using a wide range of investment solutions, acquire and consolidate clients and assets, and connect clients with suitable RBC team members.
  • Develop referral sources, networking, and marketing strategies.

What do you need to succeed? Must-have:

  • Financial Planning Designation (PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years' financial planning experience
  • Proven networking and client acquisition skills
  • Ability to build strong partner relationships
  • Digital Savviness, proficiency in mobile applications.

What's in it for you?

  • Be part of a team that strives for excellence, growth, and delivering trusted advice.
  • Access a Total Rewards Program, career development opportunities, and innovative technology.
  • Enjoy a flexible work schedule, world-class training, and recognition for your hard work.

Please note: This role covers the Greater Toronto Region.


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

Additional Job Details Address:

  • ROYAL BANK PLAZA, 200 Bay St.

City:

  • Toronto

Country:

  • Canada

Work hours/week: 37.5

Employment Type:

  • Full time

Platform:

  • Personal and Commercial Banking

Job Type:

  • Regular

Pay Type:

  • Commission

Posted Date: Application Deadline

Inclusion and Equal Opportunity Employment

At RBC, we promote diversity and inclusion for innovation and growth. We are dedicated to creating inclusive teams and workplaces. Let us know if you need accommodations during the recruitment process.



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