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Terrace, Canada Royal Bank of Canada Full timeJob OpportunityAs a highly skilled RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. With the support of internal partners who send client referrals your way, you will have the opportunity to provide world-class advice and solutions that help clients achieve their long-term financial...
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Terrace, Canada Royal Bank of Canada Full time{"Job Description": "Unlock Your PotentialAs a highly skilled RBC Investment and Retirement Planner, you will create tailored investment solutions for our clients, leveraging our extensive array of investment and portfolio solutions. With a strong focus on client acquisition and retention, you will work closely with internal partners to drive business growth...
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Terrace, Canada Royal Bank of Canada> Full timeJob OpportunityAs a highly skilled RBC Investment and Retirement Planner, you will create personalized investment solutions for clients, leveraging our extensive array of investment and portfolio options. With a strong focus on client acquisition and relationship-building, you will work closely with internal partners to drive business growth and deliver...
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Terrace, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, 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...
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Terrace, Canada Royal Bank of Canada Full timeOpportunity OverviewAs a Royal Bank of Canada Investment and Retirement Planner, you will create personalized investment solutions for clients, leveraging a wide range of investment and portfolio options. You will work closely with internal partners to acquire and consolidate clients and assets, while developing external business referral sources through...
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Terrace, Canada Royal Bank of Canada Full timeJob Opportunity OverviewAs a highly skilled Investment and Retirement Planning Specialist at Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients. You will work closely with internal partners to acquire and consolidate existing and new clients, and develop external business referral...
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Terrace, Canada Royal Bank of Canada Full timeJob Opportunity OverviewAs a highly skilled Investment and Retirement Planning Specialist at Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients. You will work closely with internal partners to acquire and consolidate existing and new clients, and develop external business referral...
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Financial Planner, Investment and Retirement Planning
3 months ago
As an RBC Investment and Retirement Planner, 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.
What will you do?- 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 centers of influence
- Must-have: Financial Planning Designation (PFP, QAFP or CFP)
- Must-have: 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
- Digital Savviness, ability to effectively utilize mobile applications
- Adaptability
- Business Development
- Client Centricity
- Curiosity
