RBC Financial Planner and Portfolio Specialist

5 days ago


Hamilton, Ontario, Canada RBC Full time
Job Overview
RBC is a leading financial institution that strives to provide world-class advice and solutions to help clients achieve their long-term financial goals. As an RBC Investment and Retirement Planner, you will be responsible for creating custom investment solutions for prospective and existing RBC clients within the Hamilton Market.

Salary and Benefits
The estimated salary for this role is around $80,000 - $120,000 per year, depending on experience. In addition to a competitive salary, RBC offers a comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options. You will also have access to world-class training programs and career development opportunities.

Job Responsibilities
As an RBC Investment and Retirement Planner, your responsibilities will include:
- Providing tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions
- Acquiring and consolidating existing and new-to-RBC clients and assets
- Connecting clients with the right RBC team members to help continuously meet their needs
- Developing external business referral sources through networking, marketing, and your centres of influence

Requirements
To succeed in this role, you will need:
- A 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, ability to effectively utilize mobile applications

Why Work at RBC?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. If you are a motivated and driven individual who is passionate about providing exceptional customer service, we encourage you to apply for this exciting opportunity.

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