Investment Retirement Planner

3 weeks ago

Mississauga, Canada RBC Full time

Investment Retirement Planner – Mississauga Apply to join RBC as an Investment and Retirement Planner in Mississauga. Posted 2025-01-24 – Application Deadline: 2025-12-01. What is the opportunity? As an RBC Investment and Retirement Planner, you 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 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 centers of influence What do you need to succeed? Must‑have Financial Planning Designation (QAFP, 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 Proficiency in Mandarin and/or Cantonese is an asset What’s 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 Job Skills Adaptability, Business Development, Client Centricity, Curiosity Additional Job Details Address: MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR, MISSISSAUGA City: Mississauga Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Commission Posted Date: 2025-01-24 Application Deadline: 2025-12-01 Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. RBC strives to foster a workplace based on respect, belonging and opportunity for all. Stay in‑the‑know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and recruitment events that matter to you. #J-18808-Ljbffr

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