Financial Planner Investment and Retirement Planning Specialist
4 days ago
We are seeking a highly motivated and experienced Financial Planner to join our team in St-Eustache. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term goals.
Key Responsibilities- Provide tailored financial planning advice and solutions to clients 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 centres of influence.
- Financial Planning Designation (IPF) or in the process of completion.
- 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 high-performing team.
- A world-class training program in financial services.
- Flexible work/life balance options.
Adaptability, Business Development, Client Centricity, Curiosity
Additional Job DetailsLocation: St-Eustache, Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: Personal & Commercial Banking
Job Type: Regular
Pay Type: Commission
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