Financial Services Professional

3 weeks ago


Oakville, Ontario, Canada RBC Full time
Job Summary

We are seeking a skilled Financial Planner to join our team at RBC. As an Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. You will be fully supported by internal partners who send client referrals your way.

Key Responsibilities

- Provide tailor-made financial planning advice and solutions using our 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 meet their needs

- Develop external business referral sources through networking and marketing

Requirements

- 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 We Offer

- 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

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