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Financial Planner, Investment and Retirement Planning Expert
1 month ago
Job Opportunity:
As a Royal Bank of Canada Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity and motivation to drive new investment sales and provide world-class advice and solutions that help clients achieve their long-term goals.
Key Responsibilities:
- Provide tailored 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 help continuously meet their needs.
- Develop external business referral sources through networking, marketing, and your centers of influence.
Requirements:
- 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 We Offer:
- 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.
Job Skills:
- Adaptability.
- Business Development.
- Client Centricity.
- Curiosity.
