Investment and Retirement Planning Specialist
1 month ago
Job Opportunity Overview
As a highly skilled Investment and Retirement Planner at Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients. With a strong focus on client-centricity and business development, you will work closely with internal partners to acquire and consolidate existing and new clients, while also developing external business referral sources through networking and marketing efforts.
Key Responsibilities
- Provide tailored financial planning advice and solutions using a comprehensive array of investment and portfolio solutions.
- Acquire and consolidate existing and new clients and assets, while building strong relationships with clients and internal partners.
- Connect clients with the right RBC team members to help meet their ongoing needs.
- Develop external business referral sources through networking, marketing, and centers of influence.
Requirements
- Financial Planning Designation (PFP, QAFPTM 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 and ability to effectively utilize mobile applications
What We Offer
- 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.
Job Skills
- Adaptability
- Business Development
- Client Centricity
- Curiosity
Additional Job Details
Industry: Personal and Commercial Banking
Job Type: Regular
Pay Type: Commission
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100 Mile House, British Columbia, Canada Royal Bank of Canada Full timeJob OpportunityAs a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that...
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100 Mile House, British Columbia, Canada Royal Bank of Canada Full timeJob OpportunityAs a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that...
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