Financial Planner, Investment and Retirement Planning
2 weeks ago
Job Summary
Job Description
What is the opportunity?
As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.
What will you do?
- 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
- This role requires fluency in French to serve RBC’s French speaking customers in this market
What do you need to succeed?
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 relationship
What are the advantages for you?
We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities. We care about each other, realize our potential, make a difference for our communities and achieve mutual success.
- Network and develop lasting relationships with students from diverse backgrounds across Canada
- Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.
- Leaders who support your development with coaching and learning opportunities
- Work in a dynamic, collaborative, progressive and high-performance team
- Ability to make a difference and lasting impact
- Enjoy a comfortable work environment with the ability to dress casually
Job Skills
Additional Job Details
Address:
965 BOUL CURÉ LABELLE:LAVALCity:
LAVALCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Personal and Commercial BankingJob Type:
RegularPay Type:
CommissionPosted Date:
2024-05-16Application Deadline:
2024-05-31Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
-
Laval, Canada RBC - Royal Bank Full timeJob Summary Job Description What is the opportunity? As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your...
-
Laval, Canada RBC - Royal Bank Full timeJob Summary Job Description What is the opportunity? As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your...
-
Laval, Canada RBC - Royal Bank Full timeJob Summary Job Description What is the opportunity? As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your...
-
Laval, Canada Royal Bank of Canada> Full timeJob Summary As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger...
-
Laval, Canada Royal Bank of Canada> Full timeJob Summary As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger...
-
Laval, Canada Royal Bank of Canada> Full timeJob Summary As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger...
-
Laval, QC, Canada Royal Bank of Canada> Full timeJob Summary As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and...
-
LAVAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way....
-
Laval, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat is the opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way....
-
Financial and Investment Planner
2 weeks ago
Laval, Canada Bédard Ressources Full timeTasks Strategic Fund Management: Establish and follow a fund selection protocol. Build and monitor multi-fund portfolios according to client needs. Recommend new funds to follow and identify those needing adjustments. Perform periodic portfolio rebalancing to optimize returns. Financial Investment Analysis: Provide expertise on strategic investment...
-
Financial and Investment Planner
2 weeks ago
Laval, Canada Bédard Ressources Full timeTasks Strategic Fund Management: Establish and follow a fund selection protocol. Build and monitor multi-fund portfolios according to client needs. Recommend new funds to follow and identify those needing adjustments. Perform periodic portfolio rebalancing to optimize returns. Financial Investment Analysis: Provide expertise on strategic investment...
-
Financial and Investment Planner
2 weeks ago
Laval, Canada Bédard Ressources Full timeTasks Strategic Fund Management: Establish and follow a fund selection protocol. Build and monitor multi-fund portfolios according to client needs. Recommend new funds to follow and identify those needing adjustments. Perform periodic portfolio rebalancing to optimize returns. Financial Investment Analysis: Provide expertise on strategic investment...
-
Financial and Investment Planner
6 days ago
Laval, Canada Bédard Ressources Full timeTasks Strategic Fund Management: Establish and follow a fund selection protocol. Build and monitor multi-fund portfolios according to client needs. Recommend new funds to follow and identify those needing adjustments. Perform periodic portfolio rebalancing to optimize returns. Financial Investment Analysis: Provide expertise on strategic investment...
-
Financial and Investment Planner
6 days ago
Laval, Canada Bédard Ressources Full timeTasks Strategic Fund Management: Establish and follow a fund selection protocol. Build and monitor multi-fund portfolios according to client needs. Recommend new funds to follow and identify those needing adjustments. Perform periodic portfolio rebalancing to optimize returns. Financial Investment Analysis: Provide expertise on strategic investment...
-
Financial and Investment Planner
6 days ago
Laval, Canada Bédard Ressources Full timeTasks Strategic Fund Management: Establish and follow a fund selection protocol. Build and monitor multi-fund portfolios according to client needs. Recommend new funds to follow and identify those needing adjustments. Perform periodic portfolio rebalancing to optimize returns. Financial Investment Analysis: Provide expertise on strategic investment...
-
Financial and Investment Planner
1 week ago
Laval, QC, Canada Bédard Ressources Full timeTasks Strategic Fund Management: Establish and follow a fund selection protocol. Build and monitor multi-fund portfolios according to client needs. Recommend new funds to follow and identify those needing adjustments. Perform periodic portfolio rebalancing to optimize returns. Financial Investment Analysis: Provide expertise on strategic investment...
-
Laval, Canada Royal Bank Of Canada Full time*Job Summary* *Job Description* *What is the opportunity?* As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management.As a valued partner, you will also assist with business...
-
Laval, Quebec, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...
-
Laval, Canada Royal Bank of Canada Full timeJob Summary Job Description What is the opportunity? As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...
-
Remote Financial Services Representative
1 week ago
Laval, QC, Canada Bédard Ressources Full timeTasks Strategic Fund Management: # Establish and follow a fund selection protocol. # Build and monitor multi-fund portfolios according to client needs. # Recommend new funds to follow and identify those needing adjustments. # Perform periodic portfolio rebalancing to optimize returns. Financial Investment Analysis: # Provide expertise on strategic...
