Financial Services Professional
3 weeks ago
Job Summary
Job Description
What is the opportunity?
As a Royal Bank of Canada Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and hunger to drive new investment sales. With unlimited earning potential, you can create a future for yourself and your clients.
What will you do?
- Provide tailored financial planning advice and solutions using RBC's 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 meet their needs
- Develop external business referral sources through networking and marketing
What do you need to succeed?
Must-have
- Financial Planning Designation (PFP or CFP)
- 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's in it for you?
We thrive on challenge, progressive thinking, and teamwork to deliver trusted advice to our clients and communities. We care about each other, reaching our potential, making a difference, and achieving mutual success.
· Full-time RBC employee status with unlimited earning potential and full benefits
· Work with a dynamic, collaborative, and high-performing team
· A world-class training program in financial services
· Flexible work/life balance options
Job Skills
Adaptability, Business Development, Client Centricity, CuriosityAdditional Job Details
Platform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
CommissionInclusion and Equal Opportunity Employment
At RBC, we value diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
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