Financial Planner

3 days ago

Toronto, Ontario, Canada Royal Bank of Canada> Full time
Job Summary

Job Title: Investment and Retirement Planner

Job Type: Full-time

Location: Toronto, ON, Canada

Job Category: Financial Services

About Us: Royal Bank of Canada (RBC) is a leading financial institution in Canada, providing a wide range of financial services to individuals, businesses, and institutions.

Job Description

Job Summary: As an Investment and Retirement Planner, you will be responsible for creating custom investment solutions for prospective and existing RBC clients. You will work closely with internal partners to acquire and consolidate existing and new-to-RBC clients and assets.

Key Responsibilities:

  • Provide tailor-made financial planning advice and solutions using RBC's unparalleled array of investment and portfolio 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 centers of influence.

Requirements:

  • Financial Planning Designation (QAFP, 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.
  • Digital savviness, ability to effectively utilize mobile applications.

What We Offer:

  • 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.

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