Financial Planner, Investment & Retirement Planning
Description
The role of an RBC Investment and Retirement Planner involves creating personalized investment solutions for new and existing clients within the London Market. The planner is responsible for prospecting, networking, and leveraging internal referrals to provide financial advice and solutions that help clients achieve their long-term financial goals.
What We're Looking For
Provide tailor-made financial planning advice and solutions using RBC's 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.
Ideal Candidate
Financial Planning Designation (PFP® or CFP® or QAFP®)
Mutual Funds License (IFIC or CSC)
Minimum 2 years' experience in financial planning
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be mobile within the London 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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