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Financial Planner, Investment and Retirement Planning

3 months ago

Montreal Quebec GF, CA Royal Bank of Canada> Full time

Job Summary

The candidate will be required to speak Mandarin.

What is the opportunity?

As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships 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?
  1. 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.
  2. Acquire and consolidate existing and new-to-RBC clients and assets.
  3. Connect clients with the right RBC team members to help continuously meet their needs.
  4. Develop external business referral sources through networking, marketing, and your centres of influence.
What do you need to succeed?
  1. Must-have Financial Planning Designation (IPF) or in the process of completion.
  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. Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
What are the advantages for you?
  • Full-time RBC employee status with unlimited earning potential and full benefits.
  • Work with a dynamic, collaborative, progressive, and high-performing team.
  • A world-class training program in financial services.
  • Flexible work/life balance options.
Additional Job Details

Address: 350 RUE SAINTE CATHERINE O:MONTRÉAL
City: MONTRÉAL
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: PERSONAL & COMMERCIAL BANKING
Job Type: Regular
Pay Type: Commission
Posted Date: 2024-07-10
Application Deadline: 2024-08-16

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.

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