Investment and Retirement Specialist

3 weeks ago


Richmond Hill, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

Unlock Your Potential

We are seeking a skilled Investment and Retirement Planner to join our team at the Royal Bank of Canada. As an RBC Investment and Retirement Planner, you will create customized investment solutions for prospective and existing clients, leveraging our comprehensive array of investment and portfolio solutions.

Key Responsibilities

  • Provide tailored financial planning advice and solutions using our proprietary and select third-party mutual fund solutions
  • Acquire and consolidate existing and new-to-RBC clients and assets
  • Connect clients with the right RBC team members to support their ongoing needs
  • Develop external business referral sources through networking, marketing, and centers of influence

Requirements

  • Financial Planning Designation (QAFP, 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
  • Digital savvy, able to effectively utilize mobile applications

What We Offer

We provide a comprehensive Total Rewards Program, world-class training programs, and career development opportunities. Our team is dynamic, collaborative, and high-performing, recognizing initiative and hard work. Enjoy a flexible work schedule, innovative mobile technology, and a supportive work environment.



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