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Senior Investment Consultant

2 months ago

Guelph, Ontario, Canada RBC Full time
Job Summary

Role Overview

As a Senior Investment Consultant at RBC, you will be responsible for creating custom investment solutions for clients within the designated markets. You will work alongside internal partners to acquire and consolidate existing and new clients, and provide world-class advice and solutions to help clients achieve their long-term financial goals.

Key Responsibilities

- Provide tailored financial planning advice and solutions utilizing RBC's array of investment and portfolio solutions

- Acquire and consolidate existing and new clients and assets

- Connect clients with the right RBC team members to meet their ongoing needs

- Develop external business referral sources through networking and marketing efforts

Requirements

- Financial Planning Designation (PFP or CFP or QAFP)

- 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

- Digital Savviness and ability to effectively utilize mobile applications

What's in it for you?

- Comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options

- World-class training programs and career development opportunities

- Dynamic, collaborative, and high-performing team environment

- Flexible work schedule based on client preferences and work/life balance

- Innovative mobile technology for success