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Financial Planner, Investment and Retirement Planning
2 months ago
Job Description
As a Financial Planning Advisor, you will create custom investment solutions for prospective and existing RBC clients in the Yorkton and Melville, SK markets. You will provide tailor-made financial planning advice and solutions using RBC's unparalleled array of investment and portfolio solutions.
- Provide financial planning advice and solutions to clients
- 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 and marketing
Requirements
- Financial Planning Designation (PFP or CFP or QAFP)
- 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
- Fluent in English and a second language is an asset
What We Offer
- A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
- World-class training programs and career development opportunities
- The advantage of working with a dynamic, collaborative, and high-performing team
- A flexible work schedule based on client preferences and your own work/life balance
- Innovative mobile technology to ensure your success
About RBC
RBC is a leading financial institution that thrives on the challenge to be its best, progressive thinking to keep growing, and working together to deliver trusted advice to help clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Job Skills
Adaptability, Business Development, Client Centricity, CuriosityAdditional Job Details
Employment Type: Full time
Pay Type: Commission
Platform: PERSONAL & COMMERCIAL BANKING
Job Type: Regular
