Financial Planner, Investment & Retirement Planning
Description
The role of an RBC Investment and Retirement Planner involves developing personalized investment strategies for new and existing clients in the Brantford, ON market. This includes both personal prospecting and leveraging internal referrals. The planner will use their creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that help clients achieve their long-term financial goals. The successful incumbent must be mobile within the Brantford Market.
What We're Looking For
Provide tailor-made financial planning advice and solutions using a range of investment and portfolio solutions, including proprietary and third-party mutual fund solutions.,Acquire and consolidate existing and new-to-RBC clients and assets.,Connect clients with relevant RBC team members to continuously meet their needs.,Develop external business referral sources through networking, marketing, and centers of influence.,Financial Planning Designation (QAFP, PFP® 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.
Ideal Candidate
Financial Planning Designation (QAFP, PFP® or CFP®),Mutual Funds License (IFIC or CSC)
Minimum Education
Financial Planning Designation (QAFP, PFP® or CFP®), Mutual Funds License (IFIC or CSC)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be mobile within the Brantford Market
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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