Financial Planner, Investment and Retirement Planning

1 month ago

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

Job Description

What is the opportunity? 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?

  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 (IFP) or in the process of completion
  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

This role requires fluency in French to serve RBC’s French speaking customers in this market

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.

  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services
  • Flexible work/life balance options
Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Address: 440 AV BROCHU:SEPT-ÎLES
City: SEPT-ÎLES
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: Personal and Commercial Banking
Job Type: Regular
Pay Type: Commission
Posted Date: 2024-04-23
Application Deadline: 2024-04-23

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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