Financial Planner Investment and Retirement Planning

Financial Planner Investment and Retirement PlanningJoin to apply for the Financial Planner Investment and Retirement Planning role at RBCFinancial Planner Investment and Retirement Planning2 days ago Be among the first 25 applicantsJoin to apply for the Financial Planner Investment and Retirement Planning role at RBCWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within theJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Kitchener, Waterloo and Cambridge Markets (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 solutionsAcquire and consolidate existing and new-to-RBC clients and assetsConnect clients with the right RBC team members to help continuously meet their needsDevelop external business referral sources through networking, marketing, and your centres of influenceWhat do you need to succeed?Must-haveFinancial Planning Designation (PFP, QAFP or CFP)Mutual Funds License (IFIC or CSC)Minimum 2 years’ experience in financial planningProven networking and client acquisition skillsAbility to cultivate strong partner relationshipsDigital Savviness, ability to effectively utilize mobile applicationsFluent in English and second language (Portuguese or Mandarin) is preferredWhat’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 optionsWorld-class training programs and career development opportunitiesThe advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewardedA flexible work schedule based on client preferences and your own work/life balanceInnovative mobile technology to ensure your successRBCFPJob SkillsClient Acquisitions, Finance Strategy, Investment Portfolios, Investment Strategies, Mutual Funds, Retirement PlanningAdditional Job DetailsAddress:73 MAIN ST:CAMBRIDGECity:CAMBRIDGECountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:PERSONAL & COMMERCIAL BANKINGJob Type:RegularPay Type:CommissionPosted Date:2022-03-21Application Deadline:2025-08-06Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay 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.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.comSeniority levelSeniority levelNot ApplicableEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesBanking and Financial ServicesReferrals increase your chances of interviewing at RBC by 2xGet notified about new Financial Planner jobs in Cambridge, Ontario, Canada.Senior Financial Advisor - St. George's Square, Guelph, OntarioSenior Financial Advisor - Guelph, Mount Forest and Owen Sound, ONWealth Sales Director (External Wholesaler) – Kitchener/Waterloo & Golden HorseshoeSenior Financial Planning & Analysis AnalystFinancial Analyst - Budgets (Temporary approx. 12 months)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr