Investment Solutions Specialist
3 weeks ago
Job Summary
Job Description
What is the opportunity?
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the region. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. 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 tailor-made financial planning advice and solutions using RBC's array of investment and portfolio solutions
- Acquire and consolidate existing and new 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 and marketing efforts
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 Savviness, ability to effectively utilize mobile applications
Benefits
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
Additional Job Details
Royal Bank of Canada is an inclusive employer dedicated to diversity, equity, and inclusion. We are committed to building an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
Learn More
To learn more about this opportunity and how you can contribute to our team's success, please sign up for our Talent Community.
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