Financial Planner, Investment and Retirement Planning

2 weeks ago

Saanich, Canada Royal Bank of Canada> Full time

Job Summary

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. This is for future opportunities in the 3 communities of:

  1. Vancouver Central Island: Cowichan Valley – Duncan, Mill Bay, Ladysmith
  2. Saanich Peninsula - Broadmead, Sidney, Brentwood Bay
  3. Westshore - Westshore, Island Hwy, Sooke

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. Mutual Funds License (IFIC or CSC)
  3. Minimum 2 years’ experience in financial planning
  4. Proven networking and client acquisition skills
  5. Ability to cultivate strong partner relationships
  6. Digital Savviness, ability to effectively utilize mobile applications

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: 2690 MILL BAY RD:COWICHAN VALLEY

City: COWICHAN VALLEY

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: 2024-06-07

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 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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