Investment and Retirement Solutions Specialist

1 week ago

Toronto, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

About the Role

As an RBC Investment and Retirement Planner, you will create personalized investment solutions for clients, leveraging our comprehensive portfolio of products and services. You will be responsible for acquiring and consolidating existing and new clients, while developing external business referral sources through networking and marketing efforts.

Key Responsibilities

  • Design and implement tailored financial plans and investment strategies for clients
  • Acquire and consolidate existing and new-to-RBC clients and assets
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives
  • Collaborate with internal partners to provide world-class advice and solutions to clients

Requirements

  • Financial Planning Designation (QAFP, 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
  • Digital Savviness, ability to effectively utilize mobile applications

What We Offer

  • A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
  • World-class training programs and career development opportunities
  • The advantage of working with a dynamic, collaborative, and high-performing team where initiative and hard work are recognized and rewarded
  • A flexible work schedule based on client preferences and your own work/life balance
  • Innovative mobile technology to ensure your success

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

At RBC

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.

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