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Financial Planner Investment and Retirement Planning Specialist

2 months ago

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Job Summary

We 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 Responsibilities
  • Provide tailored financial planning advice and solutions to clients 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 meet their ongoing needs.
  • Develop external business referral sources through networking, marketing, and 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.
  • Bilingualism (English and French) required.
What We Offer
  • Full-time RBC employee status with unlimited earning potential and full benefits.
  • Work with a dynamic, collaborative, 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

Additional Job Details

Location: St-Eustache, Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Personal & Commercial Banking

Job Type: Regular

Pay Type: Commission