Financial Planner Investment and Retirement Planning Specialist

7 days ago


Terrebonne, Quebec, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the Opportunity?

As a Royal Bank of Canada Financial Planner, you will develop relationships 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 sales skills to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can create a successful career and help clients achieve financial success.

Key Responsibilities

  • Provide tailored financial planning advice and solutions using a range of investment and portfolio solutions, including proprietary and third-party mutual fund solutions
  • Acquire and consolidate existing and new clients and assets
  • Connect clients with the right RBC team members to help meet their needs
  • Develop external business referral sources through networking, marketing, and your centres of influence

Requirements

Must-have

  • Financial Planning Designation (IPF) or in the process of completion
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years' experience in financial planning
  • Proven sales and networking skills
  • Ability to cultivate strong partner relationships
  • Bilingualism (English and French) required, as you will regularly serve clients with English and French-speaking needs.

What We Offer

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We offer a dynamic, collaborative, and progressive work environment, with opportunities for growth and development. Our team is passionate about delivering trusted advice to help clients thrive and communities prosper.

  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a 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

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

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