Financial Planner, Investment
1 week ago
Job Description What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the
Halton Market (please be advised specific location is to be determined) .
Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.
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
What do you need to succeed?
Must-have 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
Digital Savviness, ability to effectively utilize mobile applications
Whats in it for you?
We thrive 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. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. 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 where initiative and hard work are recognized and rewarded
A flexible work schedule based on client preferences and your own work/life balance
Innovative mobile technology to ensure your success
RBCFP
Job Skills
Additional Job Details Address: 309 HAYS BLVD:OAKVILLE
City: OAKVILLE
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: PERSONAL & COMMERCIAL BANKING
Job Type: Regular
Pay Type: Commission
Posted Date: 2024-02-20
Application Deadline: 2024-12-04
Note
:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I
nclusion
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 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.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
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