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Financial Planner, Investment and Retirement Planning Specialist
2 months ago
Job Summary
Job Description
What is the Opportunity?
As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that help clients achieve their long-term financial goals.
Key Responsibilities
- Provide tailored financial planning advice and solutions using our comprehensive array of investment and portfolio solutions, including proprietary and select third-party mutual fund solutions
- Acquire and consolidate existing and new clients and assets, building strong relationships and trust with clients
- Connect clients with the right RBC team members to help continuously meet their needs, ensuring seamless service and support
- Develop external business referral sources through strategic networking, marketing, and partnerships
Requirements
Must-have
- Financial Planning Designation (PFP, QAFPTM or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years' experience in financial planning, with a proven track record of success
- Proven networking and client acquisition skills, with a strong ability to cultivate relationships and build trust
- Ability to effectively utilize digital tools and mobile applications to enhance client service and support
What's in it for You?
We offer a comprehensive Total Rewards Program, including flexible benefits, a competitive commission structure, and pension options. You will also have access to world-class training programs and career development opportunities, as well as the advantage of working with a dynamic, collaborative, and high-performing team where initiative and hard work are recognized and rewarded.
Job Skills
Adaptability, Business Development, Client Centricity, CuriosityAdditional Job Details
Employment Type:
Full timePlatform:
Personal and Commercial BankingJob Type:
RegularPay Type:
CommissionInclusion and Equal Opportunity Employment
We are committed to building inclusive teams and 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.
