Financial Planner, Investment and Retirement Solutions Specialist
4 weeks ago
As a highly skilled RBC Investment and Retirement Planner, you will create tailored investment solutions for prospective and existing clients. With the support of internal partners, you will have a steady stream of client referrals to work with. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.
Key Responsibilities
* Provide personalized financial planning advice and solutions using RBC's comprehensive 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 centers of influence
Requirements
* Financial Planning Designation (PFP QAFP 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 and ability to effectively utilize mobile applications
What's in it for you?
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.
* 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
* Platform: Personal and Commercial Banking
* Job Type: Regular
* Pay Type: Commission
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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