Professional Investor and Retirement Strategist
2 days ago
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
Job DescriptionAs 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. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.
Responsibilities- Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
- Aquire 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
Our ideal candidate will have:
Requirements- 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, as you will regularly serve our clients with English and French-speaking needs
We offer a dynamic, collaborative, progressive, and high-performing team environment with a salary range estimated between $60,000 - $100,000 based on experience, location, and performance. This role offers full-time RBC employee status with unlimited earning potential and full benefits, flexible work/life balance options, and a comprehensive training program in financial services.
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