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Financial Planner, Investment and Retirement Planning Expert
2 months ago
We are seeking a highly skilled Financial Planner, Investment and Retirement Planning to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for prospective and existing clients.
Key Responsibilities- Develop and implement tailored financial planning advice and solutions using our comprehensive 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.
- 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.
- Digital Savviness, ability to effectively utilize mobile applications.
- Fluent in English and a second language is an asset.
- A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options.
- World-class training programs and career development opportunities.
- The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded.
- A flexible work schedule based on client preferences and your own work/life balance.
- Innovative mobile technology to ensure your success.
