Financial Planner Investment and Retirement Planning Expert
3 weeks ago
Job Summary
Job Description
About the Opportunity
As a Royal Bank of Canada Financial Planner, Investment and Retirement Planning, you will develop relationships 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 drive new investment sales. With unlimited earning potential, you will have the opportunity to create a fulfilling career and help clients achieve their long-term goals.
Key Responsibilities
- Provide tailored financial planning advice and solutions using a comprehensive array of investment and portfolio solutions, including proprietary and select third-party mutual fund solutions
- Acquire and consolidate existing and new 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 centres of influence
Requirements
Must-have
- 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, as you will regularly serve our clients with English and French-speaking needs.
What We Offer
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. We also offer a world-class training program in financial services, flexible work/life balance options, and a dynamic, collaborative, progressive, and high-performing team environment.
Job Skills
Adaptability, Business Development, Client Centricity, CuriosityAdditional Job Details
Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
Commission-
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