Senior Financial Consultant
6 days ago
Job Opportunity:
As a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will have the opportunity to work with a dynamic and collaborative team, and be supported by internal partners who send client referrals your way.
Key Responsibilities:
- Provide tailor-made financial planning advice and solutions using RBC's unparalleled 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 help continuously meet their needs.
- Develop external business referral sources through networking, marketing, and your centres of influence.
Necessary Qualifications:
- Financial Planning Designation (IFP) 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.
- Fluency in French to serve RBC's French speaking customers in this market.
What's in it for you?
- Full-time RBC employee status with unlimited earning potential and full benefits.
- Work with a dynamic, collaborative, progressive, and high-performing team.
- A world-class training program in financial services.
- Flexible work/life balance options.
Additional Job Details:
RBC is 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.
We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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