Strategic Wealth Planner
4 weeks ago
Job Summary
Job Description
What is the opportunity?
As an RBC Investment and Retirement Planner, 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. Your creativity, motivation, and drive to provide world-class advice and solutions will help clients achieve their long-term goals. With unlimited earning potential, you can create a successful future for yourself and your clients.
What will you do?
- Provide personalized 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.
What do you need to succeed?
Must-have
- 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.
What's in it for you?
We thrive on challenge, progressive thinking, and teamwork to deliver trusted advice to our clients and communities. We care about each other, reaching our potential, making a difference, and achieving mutual success.
- 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.
Job Skills
Adaptability, Business Development, Client Centricity, CuriosityAdditional Job Details
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