Senior Investment and Retirement Planning Advisor
2 weeks ago
Opportunity Summary
We're seeking a skilled Financial Planner to develop relationships and create custom investment solutions for prospective and existing RBC clients. As a key member of our team, you'll work closely with internal partners to acquire and consolidate clients and assets.
Key Responsibilities
- Provide tailored financial planning advice and solutions to clients
- Acquire and consolidate existing and new-to-RBC 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
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
What We Offer
- Full-time RBC employee status with unlimited earning potential and full benefits
- Dynamic, collaborative, and progressive work environment
- World-class training program in financial services
- Flexible work/life balance options
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