Financial Planner, Investment and Retirement Planning Expert

1 month ago


Dorval, Quebec, Canada Royal Bank of Canada Full time
Job Title: Financial Planner, Investment and Retirement Planning

We are seeking a highly skilled Financial Planner, Investment and Retirement Planning to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for developing relationships and creating custom investment solutions for prospective and existing RBC clients.

Key Responsibilities:
  • Provide tailored financial planning advice and solutions using our comprehensive range 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 meet their ongoing needs.
  • Develop external business referral sources through networking, marketing, and your centres of influence.
Requirements:
  • 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.
  • Fluency in both French and English to serve RBC's French and English-speaking customers.
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.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.



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