Financial Planner

4 weeks ago


Dorval, Quebec, Canada Royal Bank of Canada Full time
Job Title: Financial Planner, Investment and Retirement Planning

We are seeking a highly motivated and experienced Financial Planner to join our team at Royal Bank of Canada. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term goals.

Key Responsibilities:
  • Provide tailored financial planning advice and solutions to clients using our range of investment and portfolio solutions.
  • Acquire and consolidate existing and new clients and assets.
  • Connect clients with the right RBC team members to help meet their ongoing needs.
  • Develop external business referral sources through networking, marketing, and your centres of influence.
Requirements:
  • Financial Planning Designation (IPF) or in the process of completion.
  • 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.
  • Fluency in both French and English.
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.

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.



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