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Financial Planner Investment and Retirement Planning Expert
2 months ago
We are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As a Financial Planner, you will develop relationships with clients and create custom investment solutions to help them achieve their long-term goals.
Key Responsibilities- Provide tailored financial planning advice and solutions using our comprehensive range of investment and portfolio 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 centres of influence.
- Financial Planning Designation (IPF)
- 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
- Bilingualism (English and French) required
- Full-time RBC employee status with unlimited earning potential and full benefits
- Work with a dynamic, collaborative, and progressive team
- A world-class training program in financial services
- Flexible work/life balance options
Adaptability, Business Development, Client Centricity, Curiosity
