Investment and Retirement Planning Advisor

2 weeks ago


Prince Albert, Saskatchewan, Canada RBC - Royal Bank Full time
Job Summary

We are seeking a highly skilled Investment and Retirement Planning Advisor to join our team at RBC in a dynamic role that requires creating personalized investment solutions for both new and existing clients. In this position, you will be responsible for developing and implementing comprehensive investment strategies that meet the unique needs of our clients. With the support of internal partners, you will have access to client referrals to help you reach your sales targets. Your expertise in investment sales and ability to provide top-notch advice will make a significant impact on clients' long-term financial goals.

Key Responsibilities
  • Offer customized financial planning advice using a variety of investment solutions, including mutual funds, stocks, and other investment products.
  • Acquire and manage client assets, ensuring that they are aligned with their financial goals and risk tolerance.
  • Collaborate with other RBC team members to meet client needs and provide exceptional customer service.
  • Establish external business referral sources through networking and marketing efforts, building strong relationships with clients and partners.
Requirements
  • Must-have:
  • Financial Planning Designation (PFP, CFP, or QAFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years' experience in financial planning, with a proven track record of success in investment sales and client acquisition.
  • Strong networking and client acquisition skills, with the ability to build and maintain partner relationships.
  • Digital Savviness and proficiency with mobile applications, ensuring seamless communication with clients and colleagues.
  • Fluency in English required, knowledge of a second language is a plus.
Benefits

At RBC, we value growth, collaboration, and delivering trusted advice to our clients. We offer a competitive benefits package, including flexible benefits, a commission structure, and pension options. Joining our team means access to world-class training, career development opportunities, and a supportive work environment where hard work is recognized and rewarded. You'll also have the flexibility to create a work schedule that fits your preferences and promotes a healthy work-life balance. Embrace innovative mobile technology to enhance your success in this role.

Job Skills: Adaptability, Business Development, Client Focus, Curiosity



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