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Financial Planner, Investment and Retirement Solutions Specialist

2 months ago

Beaconsfield, Quebec, Canada Royal Bank of Canada Full time
Job Summary

As a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and hunger to drive new investment sales. With unlimited earning potential, you can create a future that aligns with your goals and those of your clients.

Key Responsibilities
  • Provide tailored financial planning advice and solutions using RBC's comprehensive investment and portfolio solutions.
  • Acquire and consolidate existing and new-to-RBC clients and assets.
  • Connect clients with the right RBC team members to meet their ongoing needs.
  • Develop external business referral sources through networking, marketing, and your centres of influence.
Requirements
  • Financial Planning Designation (IPF)
  • 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
  • Bilingualism (English and French) required, as you will serve clients with diverse language needs.
What We Offer
  • Full-time RBC employee status with unlimited earning potential and comprehensive benefits.
  • Collaborative and dynamic work environment with a high-performing team.
  • World-class training program in financial services.
  • Flexible work/life balance options.
Job Skills

Adaptability, Business Development, Client Centricity, Curiosity