Financial Planner, Investment and Retirement Planning Expert

4 weeks ago


Vaughan, Ontario, Canada Royal Bank of Canada Full time

Job Opportunity

As a highly skilled RBC Investment and Retirement Planner, you will develop strong relationships with clients and create customized investment solutions to help them achieve their long-term goals. With a dynamic and collaborative team, you will have the opportunity to work with a wide range of clients and develop your skills in financial planning and investment management.

Key Responsibilities

  • Provide expert financial planning advice and solutions to clients
  • Acquire and consolidate existing and new clients and assets
  • Connect clients with the right RBC team members to meet their needs
  • Develop external business referral sources through networking and marketing

Requirements

  • Financial Planning Designation (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

What We Offer

  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, and progressive team
  • A world-class training program in financial services
  • Flexible work/life balance options

About RBC

Royal Bank of Canada is Canada's largest bank and one of the largest banks in the world, based on market capitalization. We provide personal and commercial banking, wealth management, insurance, investor services, and capital markets products and services on a global basis.



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