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Financial Planner, Investment and Retirement Solutions Specialist
2 months ago
This role offers a unique opportunity to develop relationships and create custom investment solutions for prospective and existing RBC clients.
As a RBC Financial Planner, Investment and Retirement Planning, you will be responsible for providing tailormade financial planning advice and solutions using our unparalleled array of investment and portfolio solutions.
Key Responsibilities:
* 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
If you are a motivated and results-driven individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.
At RBC, we are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.
We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities.
Please let us know if you need any accommodations during the recruitment process.
We look forward to hearing from you
