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Financial Planner, Investment and Retirement Planning

3 months ago

Montreal Quebec GF, CA RBC - Royal Bank Full time
Job Summary Job Description The candidate will be required to speak Cantonese

What is the opportunity?

  1. As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients.
  2. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way.
  3. 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.
  4. 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

Requires fluency in French and English in order to serve our clients in the community with English speaking needs.

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

What are the advantages for you?

  1. We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities.
  2. We care about each other, realize our potential, make a difference for our communities and achieve mutual success.
  3. Network and develop lasting relationships with students from diverse backgrounds across Canada
  4. Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.
  5. Leaders who support your development with coaching and learning opportunities
  6. Work in a dynamic, collaborative, progressive and high-performance team
  7. Ability to make a difference and lasting impact
  8. Enjoy a comfortable work environment with the ability to dress casually

Job Skills

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