Financial Planner, Investment and Retirement Planning
1 month ago
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?- 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
- 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 centres of influence
This role requires fluency in both French and English in order to serve RBC’s French and English-speaking customers in this market.
What do you need to succeed?- Must-have: Financial Planning Designation (IQPF) or in the process of completion
- Must-have: 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
- Network and develop lasting relationships with students from diverse backgrounds across Canada
- Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance
- Leaders who support your development with coaching and learning opportunities
- Work in a dynamic, collaborative, progressive, and high-performance team
- Ability to make a difference and lasting impact
- Enjoy a comfortable work environment with the ability to dress casually
Job Skills
Additional Job Details
Address: 4119 RUE JEAN TALON E:MONTRÉAL
City: MONTRÉAL
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: Personal and Commercial Banking
Job Type: Regular
Pay Type: Commission
Posted Date: 2024-03-13
Application Deadline: I nclusion and Equal Opportunity Employment
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