Senior Investment Strategist, North Perth

4 days ago


Guelph, Ontario, Canada RBC Full time

We are seeking a Senior Investment Strategist to join our team in North Perth. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the Listowel, Arthur and Drayton markets.

About the Opportunity

This is a full-time role that offers a comprehensive Total Rewards Program, including flexible benefits, competitive commission structure, and pension options. You will have access to world-class training programs and career development opportunities. The ideal candidate will be a motivated and driven individual with a strong network of contacts and ability to cultivate strong partner relationships.

The successful candidate will have a Financial Planning Designation (PFP or CFP or QAFP), Mutual Funds License (IFIC or CSC), and at least 2 years experience in financial planning. They will also possess excellent communication and interpersonal skills, with the ability to work independently and as part of a dynamic team. Estimated Salary: $90,000 - $120,000 per year.

Key Responsibilities
  • Provide tailor-made financial planning advice and solutions using RBC's unparalleled array of investment and portfolio solutions.
  • Aquire and consolidate existing and new-to-RBC clients and assets.
  • Connect clients with the right RBC team members to help continuously meet their needs.
  • Develop external business referral sources through networking, marketing, and centres of influence.
Benefits

RBC offers a range of benefits to support your success, including:

  • A comprehensive Total Rewards Program.
  • World-class training programs and career development opportunities.
  • The advantage of working with a dynamic, collaborative, and high-performing team.
  • A flexible work schedule based on client preferences and your own work/life balance.
  • Innovative mobile technology to ensure your success.
Why RBC?

RBC is 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. Join us and find out how we use our passion and drive to enhance the well-being of our clients and communities.



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