Financial Planner Investment and Retirement Planning Specialist
3 weeks ago
Royal Bank of Canada is seeking a skilled Financial Planner Investment and Retirement Planning Specialist to join our team. As a key member of our organization, you will be responsible for creating custom investment solutions for prospective and existing clients within the Kitchener, Waterloo and Cambridge Markets.
Estimated SalaryWe offer a competitive salary range of $70,000 - $110,000 per year, based on experience and qualifications.
Job DescriptionAs an RBC Investment and Retirement Planner, you will provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions. You will acquire and consolidate existing and new-to-RBC clients and assets, connect clients with the right RBC team members, and develop external business referral sources through networking, marketing, and your centres of influence.
Required Skills and QualificationsTo succeed in this role, you will need:
- A Financial Planning Designation (PFP, QAFP or CFP)
- A 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
- Digital Savviness, ability to effectively utilize mobile applications
- Fluent in English and second language (Portuguese or Mandarin) is preferred
We offer a comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options. Our world-class training programs and career development opportunities will help you grow professionally and personally. You will have the advantage of working with a dynamic, collaborative, and high-performing team where initiative and hard work are recognized and rewarded.
OthersWe strive to create an inclusive workplace that values diversity and promotes innovation and growth. We are committed to building inclusive teams and providing accessible candidate experiences. If you need any accommodations during the recruitment process, please let us know. Join our talent community to stay informed about great career opportunities at RBC.
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Cambridge, Ontario, Canada Royal Bank of Canada> Full timeJob OverviewAs a highly skilled Investment and Retirement Planning Specialist at Royal Bank of Canada, you will play a key role in creating custom investment solutions for prospective and existing clients. With a strong focus on providing world-class advice and solutions, you will help clients achieve their long-term financial goals.Key...
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