Financial Services Professional

4 weeks ago


Dorval, Quebec, Canada Royal Bank of Canada Full time

Job Opportunity

We are seeking a skilled Financial Planner, Investment and Retirement Planning to join our team at Royal Bank of Canada. As a key member of our team, you will develop relationships and create custom investment solutions for prospective and existing clients.

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 assets.
  • Connect clients with the right RBC team members to help meet their needs.
  • Develop external business referral sources through networking, marketing, and your centres of influence.

Requirements

  • 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.
  • Fluency in both French and English to serve RBC's French and English-speaking customers.

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.


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