Financial Planning and Wealth Management Expert
4 weeks ago
Job Summary
Job Description
What is the opportunity?
As a RBC Financial Planner, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and hunger to drive new investment sales. With unlimited earning potential, you can create a future for yourself and your clients.
Key Responsibilities
- Provide tailored financial planning advice and solutions using RBC's investment and portfolio solutions
- Acquire and consolidate existing and new clients and assets
- Connect clients with the right RBC team members to meet their needs
- Develop external business referral sources through networking and marketing
Requirements
Must-have
- Financial Planning Designation (IPF) or in the process of completion
- 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
- Bilingualism (English and French) required
What we offer
We value progressive thinking, collaboration, and delivering trusted advice to our clients. We care about each other, our communities, and achieving mutual success.
- Full-time RBC employee status with unlimited earning potential and full benefits
- Work with a dynamic, collaborative team
- A world-class training program in financial services
- Flexible work/life balance options
Job Skills
Adaptability, Business Development, Client Centricity, CuriosityAdditional Job Details
We thrive on the challenge to be our best and working together to deliver trusted advice to our clients and communities.
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