Financial Planner Investment and Retirement Solutions Specialist

2 days ago

Toronto, Ontario, Canada Royal Bank of Canada> Full time
{"Job Summary": "As a highly skilled Financial Planner, you will develop relationships with and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide world-class advice and solutions that help clients achieve their long-term goals.", "What We Offer": "With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise. You will have the opportunity to work with a dynamic, collaborative, progressive, and high-performing team, and you will receive a world-class training program in financial services.", "Key Responsibilities": "
  • Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class 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 help continuously meet their needs
  • Develop external business referral sources through networking, marketing, and your centers of influence
", "Requirements": "
  • Fluent in Mandarin
  • 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's in it for you": "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.", "Additional Job Details": "

Full-time RBC employee status with unlimited earning potential and full benefits

Work with a dynamic, collaborative, progressive, and high-performing team

A world-class training program in financial services

Flexible work/life balance options

", "Inclusion and Equal Opportunity Employment": "At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities."}

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