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Financial Planner, Investment Retirement Planning
2 months ago
As a seasoned Investment and Retirement Planner with Royal Bank of Canada, you will develop lasting relationships with clients and craft personalized investment solutions to help them achieve their long-term goals. With a strong support system in place, you will have the freedom to drive new investment sales and provide world-class advice and solutions to clients.
Key Responsibilities- Design and implement tailored financial planning strategies using RBC's comprehensive investment and portfolio solutions
- Acquire and consolidate existing and new clients, growing your client base and assets
- Connect clients with the right RBC team members to ensure their ongoing needs are met
- Develop external business referral sources through networking, marketing, and your professional network
- Financial Planning Designation (PFP, QAFPTM or CFP) or nearing completion
- Mutual Funds License (IFIC or CSC)
- Minimum 2-3 years' experience in financial planning/advisor role
- Proven ability to build strong client relationships and acquire new business
- Excellent communication and interpersonal skills
- Full-time RBC employee status with unlimited earning potential and comprehensive benefits
- Collaborative and dynamic work environment with a high-performing team
- World-class training program in financial services
- Flexible work/life balance options
