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Financial Planner, Investment Retirement Planner

3 months ago


Toronto, Ontario, Canada Royal Bank of Canada Full time
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?

  • Provide tailormade financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including bestinclass proprietary and select thirdparty mutual fund solutions
  • Acquire and consolidate existing and newtoRBC 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 centers of influence
What do you need to succeed?

Must-have

  • Financial Planning Designation (PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years' experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to cultivate strong partner relationships
  • Fluent in Mandarin and Cantonese
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.


  • Fulltime RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, progressive, and highperforming team
  • A worldclass training program in financial services
  • Flexible work/life balance options

FPIRPFY
About RBC

Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization.

We are one of North America's 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

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.

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Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Address:
1090

DON MILLS RD:

TORONTO

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 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.

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at