Financial Planner, Investment and Retirement Solutions Expert
2 days ago
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 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.
Key Responsibilities- Provide tailored financial planning advice and solutions using RBC's 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
- Financial Planning Designation (IPF)
- 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
- Bilingualism (English and French) required
- Full-time RBC employee status with unlimited earning potential and full benefits
- Dynamic, collaborative, and high-performing team environment
- World-class training program in financial services
- Flexible work/life balance options
Adaptability, Business Development, Client Centricity, Curiosity
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Beaconsfield, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs 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 work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and hunger to drive new investment sales. With...
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Beaconsfield, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs 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 work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and hunger to drive new investment sales. With...
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Beaconsfield, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs 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 work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and hunger to drive new investment sales. With...
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Beaconsfield, Quebec, Canada Royal Bank of Canada Full timeAs 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 be responsible for providing tailor-made financial planning advice and solutions, acquiring and consolidating existing and new-to-RBC clients and assets, connecting clients...
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Beaconsfield, Quebec, Canada RBC - Royal Bank Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning Specialist, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity,...
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Beaconsfield, Quebec, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat is the opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way....
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