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Financial Planner, Investment and Retirement Planning

3 months ago

Duncan, Canada Royal Bank of Canada> Full time
Job Summary

As an RBC Investment and Retirement Planner at Cowichan Community – Duncan, Mill Bay, Ladysmith, you will create custom investment solutions for prospective and existing RBC clients. Your role involves providing tailor-made financial planning advice, acquiring new clients, and connecting clients with the right RBC team members.

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
What do you need to succeed?
  1. Must-have: Financial Planning Designation (PFP, QAFP or CFP)
  2. Required: Mutual Funds License (IFIC or CSC)
  3. Minimum: 2 years’ experience in financial planning
  4. Skills: Proven networking and client acquisition skills, ability to cultivate strong partner relationships, digital savviness with the ability to effectively utilize mobile applications
What’s in it for you?

We offer a comprehensive Total Rewards Program, world-class training programs, career development opportunities, a dynamic team environment, and innovative mobile technology to ensure your success.

Job Skills: Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details
  • Address: 395 TRUNK RD:DUNCAN
  • City: DUNCAN
  • Country: Canada
  • Work hours/week: 37.5
  • Employment Type: Full time
  • Platform: Personal and Commercial Banking
  • Job Type: Regular
  • Pay Type: Commission
  • Posted Date: 2024-05-10
  • Application Deadline: 2024-07-19

Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees. Join our Talent Community and create a new future together at RBC. Find out more at jobs.rbc.com.

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