Financial Planner Investment and Retirement Solutions Specialist
20 hours ago
As a highly skilled RBC Investment and Retirement Planner, you will develop strong relationships with clients and create tailored investment solutions to help them achieve their long-term goals. With a dynamic and supportive team, you will have the opportunity to drive new investment sales and provide world-class advice and solutions.
Key Responsibilities- Provide personalized financial planning advice and solutions using RBC's comprehensive investment and portfolio solutions
- Acquire and consolidate existing and new clients, and grow their assets
- Connect clients with the right RBC team members to meet their ongoing needs
- Develop external business referral sources through networking, marketing, and partnerships
- Fluent in Mandarin
- 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 build strong partner relationships
- Full-time RBC employee status with unlimited earning potential and comprehensive benefits
- Collaborative and dynamic work environment
- World-class training program in financial services
- Flexible work/life balance options
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Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a skilled Financial Planner Investment and Retirement Planning professional to join our team. As an RBC Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing RBC clients.Key ResponsibilitiesProvide tailored financial planning advice...
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Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a skilled Financial Planner Investment and Retirement Planning professional to join our team. As an RBC Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing RBC clients.Key ResponsibilitiesProvide tailored financial planning advice...
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Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryAs a highly skilled RBC Investment and Retirement Planner, you will develop strong relationships with clients and create personalized investment solutions to help them achieve their long-term goals. With a dynamic and supportive team, you will have the opportunity to drive new investment sales and provide world-class advice and solutions.Key...
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Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryAs a highly skilled RBC Investment and Retirement Planner, you will develop strong relationships with clients and create personalized investment solutions to help them achieve their long-term goals. With a dynamic and supportive team, you will have the opportunity to drive new investment sales and provide world-class advice and solutions.Key...
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Toronto, Ontario, Canada Royal Bank of Canada Full timeRBC Investment and Retirement Planner RBC Investment and Retirement Planner About the Role: This is an exciting opportunity to join RBC as an Investment and Retirement Planner, where you will develop relationships with and create custom investment solutions for prospective and existing RBC clients. Key Responsibilities: Provide tailored financial...
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Toronto, Ontario, Canada Royal Bank of Canada Full timeAs an RBC Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing RBC clients. With unlimited earning potential, you can create the future you want for yourself and for the clients you advise. Key responsibilities include: Providing tailor-made financial planning...
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Toronto, Ontario, Canada Royal Bank of Canada> Full time{"Job Summary": "As a highly skilled Financial 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...
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Toronto, Ontario, Canada Royal Bank of Canada> Full time{"Job Summary": "As a highly skilled Financial 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...
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Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will develop relationships with 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 hunger to...
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Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will develop relationships with 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 hunger to...
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Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and hunger to drive...
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Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and hunger to drive...
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Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and hunger to drive...
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Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity,...
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