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Financial Planner, Investment and Retirement Planning Specialist

1 month ago

Montreal, Quebec, Canada Royal Bank of Canada> Full time
Job Summary

We are seeking a highly skilled Financial Planner, Investment and Retirement Planning to join our team. As a key member of our team, you will be responsible for developing relationships and creating custom investment solutions for prospective and existing clients. With a strong focus on client-centricity, you will provide world-class advice and solutions to help clients achieve their long-term goals.

Key Responsibilities
  • Provide tailor-made financial planning advice and solutions using our unparalleled array 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 continuously meet their 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.
  • Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
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.