Investment and Retirement Planner

2 months ago

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

As a Royal Bank of Canada Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide world-class advice and solutions that help clients achieve their long-term goals.

Key Responsibilities
  • Provide tailored 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 (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
What We Offer
  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services
  • Flexible work/life balance options
About Us

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

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