Professional Investor Advisor

3 days ago


Oakville, Ontario, Canada RBC Full time
Unlock Your Potential as a Financial Planning Expert

We are seeking an experienced Financial Planner, Investment to join our dynamic team at RBC. This exciting opportunity offers the chance to utilize your expertise in financial planning and investment advice to help clients achieve their long-term goals.

About the Role:
  • Provide personalized financial planning advice and solutions using RBC's comprehensive range of investment and portfolio options.
  • Aquire and consolidate existing and new-to-RBC clients and assets.
  • Connect clients with the right RBC team members to ensure continuous support.
  • Develop external business referral sources through networking, marketing, and partner relationships.
Requirements:

To succeed in this role, you must have:

  • A Financial Planning Designation (PFP or CFP).
  • A Mutual Funds License (IFIC or CSC).
  • A minimum of 2 years experience in financial planning.
  • Proven networking and client acquisition skills.
  • The ability to cultivate strong partner relationships.
What We Offer:

In addition to a competitive salary, we provide:

  • A comprehensive Total Rewards Program including flexible benefits, a 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.

With a salary estimated to be around $80,000 - $120,000 per year, depending on experience, this is an excellent opportunity for skilled professionals looking to grow their careers in financial planning and investment advice.



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