Investment and Retirement Strategist
4 weeks ago
Job Summary
Job Opportunity
What's the role?
As an RBC Investment and Retirement Planner, you'll build relationships with and create tailored investment solutions for prospective and existing RBC clients. You'll work closely with internal partners who refer clients to you, leveraging your creativity and motivation to deliver world-class advice and solutions that help clients achieve their long-term goals.
Key Responsibilities
Develop and implement custom financial planning advice and solutions using RBC's comprehensive investment and portfolio solutions
Acquire and consolidate existing and new RBC clients and assets
Connect clients with the right RBC team members to meet their ongoing needs
Establish and nurture external business referral sources through networking, marketing, and partnerships
Requirements
Must-have
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
What's in it for you?
We foster a culture of innovation, collaboration, and mutual growth. You'll enjoy a dynamic work environment, a world-class training program, and opportunities for professional development and advancement.
- Full-time RBC employee status with unlimited earning potential and comprehensive benefits
- Collaborative and progressive team environment
- World-class training and development opportunities
- Flexible work-life balance options
Job Skills
Adaptability, Business Development, Client Centricity, CuriosityAdditional Job Details
Platform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
CommissionAt RBC, we value diversity and inclusion
We strive to create an inclusive workplace where employees can bring their authentic selves to work. We're committed to building a culture of mutual respect, empathy, and understanding.
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