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Financial Planner, Investment Retirement Planning Expert
1 month ago
As an RBC Investment and Retirement 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, utilizing your creativity, motivation, and hunger to drive new investment sales. With unlimited earning potential, you can create the future you want for yourself and for the clients you advise.
Key Responsibilities- Provide tailor-made financial planning advice and solutions using RBC's unparalleled array of investment and portfolio 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 centres of influence.
- Financial Planning Designation (PFP, QAFPTM or CFP) or close to completing.
- Mutual Funds License (IFIC or CSC).
- Minimum 2-3 years' experience in financial planning/advisor role.
- Proven networking and client acquisition skills.
- Ability to cultivate strong partner relationships.
- 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 option.
RBC is 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.
