Financial Services Professional
4 weeks ago
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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