Financial Planner Investment and Retirement Planning Expert
1 week ago
We are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As a Financial Planner, you will develop relationships with clients and create custom investment solutions to help them achieve their long-term goals.
Key Responsibilities- Provide tailored financial planning advice and solutions using our comprehensive range of investment and portfolio solutions.
- Acquire and consolidate existing and new clients, and their assets.
- Connect clients with the right RBC team members to meet their ongoing needs.
- Develop external business referral sources through networking, marketing, and your centres of influence.
- Financial Planning Designation (IPF) or in the process of completion.
- 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.
- 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.
- Flexible work/life balance options.
Adaptability, Business Development, Client Centricity, Curiosity
Additional Job DetailsWe 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.
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Saint-Eustache, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, 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, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
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Saint-Eustache, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, 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, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
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Saint-Eustache, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, 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, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
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Saint-Eustache, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, 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, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
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Saint-Eustache, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, 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, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
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Saint-Eustache, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionAbout the OpportunityAs a Royal Bank of Canada Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and...
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Saint-Eustache, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionAbout the OpportunityAs a Royal Bank of Canada Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and...
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Saint-Eustache, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As a Financial Planner, you will develop relationships with clients and create custom investment solutions to help them achieve their long-term goals.Key ResponsibilitiesProvide tailored financial planning advice and solutions using our comprehensive range of...
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Saint-Eustache, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As a Financial Planner, you will develop relationships with clients and create custom investment solutions to help them achieve their long-term goals.Key ResponsibilitiesProvide tailored financial planning advice and solutions using our comprehensive range of...
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Saint-Eustache, Quebec, Canada Royal Bank of Canada Full timeAs a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and...
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Saint-Eustache, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Planner to join our team in St-Eustache. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term goals.Key ResponsibilitiesProvide tailored financial planning advice and...
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Saint-Eustache, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Planner to join our team in St-Eustache. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term goals.Key ResponsibilitiesProvide tailored financial planning advice and...
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