Financial Planner
4 days ago
Opportunity Overview
As a Financial Planner at RBC, you will create custom investment solutions for clients, leveraging our extensive portfolio of investment and portfolio solutions. You will work closely with internal partners to acquire and consolidate existing and new clients, while developing external business referral sources through networking and marketing efforts.
Key Responsibilities
- Provide tailored financial planning advice and solutions to clients
- Acquire and consolidate existing and new clients and assets
- Connect clients with the right RBC team members to meet their needs
- Develop external business referral sources through networking and marketing efforts
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
- 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
About RBC
RBC is a leading financial institution committed to delivering trusted advice and solutions to help clients thrive and communities prosper. We value diversity, inclusion, and equity, and strive to create an accessible and inclusive workplace for all employees.
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