Financial Planner Investment Specialist

4 days ago

Kitchener, Ontario, Canada Royal Bank of Canada Full time

Job Opportunity:

As an RBC Investment and Retirement Planner, you will create personalized investment solutions for clients within the Kitchener-Waterloo communities. You will work alongside internal partners who refer clients to you, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

Key Responsibilities:

  • Provide tailored financial planning advice and solutions using RBC's investment and portfolio solutions.
  • Acquire and consolidate existing and new clients and assets.
  • Connect clients with the right RBC team members to meet their needs.
  • Develop external business referral sources through networking and marketing.

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.
  • Fluent in English and Mandarin is an asset.

What's in it for you?

We offer a comprehensive Total Rewards Program, world-class training programs, and career development opportunities. You will work with a dynamic, collaborative, and high-performing team where initiative and hard work are recognized and rewarded. You will also have a flexible work schedule based on client preferences and your own work-life balance.

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