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Financial Planner Investment
1 week ago
Job Summary
Job Description
What is the opportunity?
Join as an RBC Investment and Retirement Planner to build relationships and develop tailored investment solutions for potential and existing RBC clients in the Guelph Market. Supported by internal partners, you'll find client referrals coming your way. Your drive and creativity play a key role in offering top-notch advice and solutions for clients to achieve their financial goals. The potential for growth is vast, allowing you to shape your own future and that of your clients.
Please note: The exact location will be decided later, and the successful candidate must be mobile within the Guelph Market.
What will you do?
- Provide personalized financial planning advice using a wide range of investment solutions
- Expand and manage client base
- Collaborate with the RBC team to address client needs
- Build external business connections through networking and marketing
What do you need to succeed?
Must-have qualifications:
- Financial Planning Designation (PFP, CFP, or QAFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years' experience in financial planning
- Strong networking and client acquisition skills
- Ability to foster partner relationships
What's in it for you?
At RBC, we are dedicated to personal growth, teamwork, and delivering reliable advice to empower our clients and communities. We emphasize individual development, community impact, and shared success.
- Full-time RBC employee with competitive benefits
- Join a dynamic, collaborative, and high-performing team
- Access to top-tier financial services training
- Flexible work arrangements for better work-life balance
RBCFP
Job Skills
Additional Job Details
Address:
74 WYNDHAM ST N:GUELPHCity:
GUELPHCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Personal and Commercial BankingJob Type:
RegularPay Type:
CommissionPosted Date:
Application Deadline:
Inclusion and Equal Opportunity Employment
Embracing diversity and inclusion, RBC fosters an innovative and equitable workplace, promoting growth and creativity. The organization is actively addressing biases and inequities to support its diverse talent and communities.
RBC is committed to providing an inclusive candidate experience for individuals with varying abilities. Accommodations during the recruitment process are available upon request.
Join our Talent Community
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Explore new horizons and contribute to the well-being of our clients and communities at RBC. Learn more today.
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