Financial Planner Investment and Retirement Planning
1 week ago
About the Role:
This is an exciting opportunity to join RBC as an Investment and Retirement Planner, where you will develop relationships with and create custom investment solutions for prospective and existing RBC clients.
Key Responsibilities:
- Provide tailored financial planning advice and solutions using RBC's unparalleled array of investment and portfolio 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.
Requirements:
- 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
What We Offer:
- 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
About RBC:
RBC is a leading financial institution that thrives 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.
Join Our Team:
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.
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