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Investment & Retirement Planner

2 months ago

Bradford, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the Opportunity?

As a Royal Bank of Canada Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and hunger to drive new investment sales. Your goal is to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can create a future that aligns with your aspirations.

Key Responsibilities

  • Provide tailored financial planning advice and solutions using our comprehensive array of investment and portfolio solutions, including proprietary and select third-party mutual fund solutions
  • Acquire and consolidate existing and new clients and assets
  • Connect clients with the right RBC team members to meet their ongoing needs
  • Develop external business referral sources through networking, marketing, and your professional network

Requirements

  • 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

What's in it for You?

We value progressive thinking, collaboration, and delivering trusted advice to help our clients thrive and communities prosper. We care about each other's growth, making a positive impact, and achieving mutual success.

  • Full-time RBC employee status with unlimited earning potential and comprehensive benefits
  • Work with a dynamic, collaborative, 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

Job Type:

Full time

Pay Type:

Commission

Platform:

PERSONAL & COMMERCIAL BANKING