Financial Planner Investment Specialist

4 weeks ago

Kitchener, Ontario, Canada Royal Bank of Canada Full time

Job Opportunity Overview

As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the financial services industry. You will be 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.

Key Responsibilities

  • 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 centres of influence.

Requirements

  • Financial Planning Designation (PFP or CFP or QAFP).
  • 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.
  • Fluent in English and Mandarin is an asset.

What's in it for you?

  • 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.

Additional Job Details

Industry: Financial Services

Job Type: Full-time

Pay Type: Commission-based

Company: 0000050007 Royal Bank of Canada

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