Financial Planner Investment and Retirement Planning Specialist
2 months ago
As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the Kitchener, Waterloo and Cambridge Markets. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.
Key Responsibilities- Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund 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, QAFP 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
- Digital Savviness, ability to effectively utilize mobile applications
- Fluent in English and second language (Portuguese or Mandarin) is preferred
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- 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 where initiative and hard work are recognized and rewarded
- A flexible work schedule based on client preferences and your own work/life balance
- Innovative mobile technology to ensure your success
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Cambridge, Ontario, Canada Royal Bank of Canada> Full time{"Job Summary": "As a Financial Planner Investment and Retirement Planning Expert at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Kitchener, Waterloo and Cambridge Markets. You will provide world-class advice and solutions that help clients achieve their long-term financial goals.", "Key...
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Cambridge, Ontario, Canada Royal Bank of Canada> Full time{"Job Summary": "As a Financial Planner Investment and Retirement Planning Expert at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Kitchener, Waterloo and Cambridge Markets. You will provide world-class advice and solutions that help clients achieve their long-term financial goals.", "Key...
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Cambridge, Ontario, Canada Royal Bank of Canada> Full timeJob OpportunityJob SummaryAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the Kitchener, Waterloo and Cambridge Markets. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will...
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Cambridge, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled Financial Planner Investment and Retirement Planning to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for prospective and existing clients within the Kitchener, Waterloo and Cambridge Markets.Key ResponsibilitiesProvide tailored...
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Cambridge, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled Financial Planner Investment and Retirement Planning to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for prospective and existing clients within the Kitchener, Waterloo and Cambridge Markets.Key ResponsibilitiesProvide tailored...
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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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