Investment and Retirement Planner

3 days ago

Windsor, Ontario, Canada Royal Bank of Canada Full time

Opportunity Overview

As a skilled Investment and Retirement Planner at Royal Bank of Canada, you will create custom investment solutions for clients, utilizing the company's array of investment and portfolio solutions. This role requires creativity, motivation, and drive for new investment sales, enabling you to provide world-class advice and solutions to help clients achieve their long-term financial goals.

Key Responsibilities

  • Provide tailored financial planning advice and solutions using RBC's investment and portfolio solutions.
  • Acquire and consolidate existing and new-to-RBC 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 or CFP or QAFP).
  • 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 RBC Offers

  • Comprehensive Total Rewards Program with flexible benefits, competitive commission structure, and pension options.
  • World-class training programs and career development opportunities.
  • Advantage of working with a dynamic, collaborative, and high-performing team.
  • Flexible work schedule based on client preferences and personal work-life balance.
  • Innovative mobile technology to ensure success.

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