Financial Planner-Investment & Retirement Planning
Description
This role involves creating customized investment solutions for existing and prospective RBC clients, focusing on acquiring and consolidating assets. The planner will provide tailored financial planning advice, utilize a range of investment and portfolio solutions, and collaborate with internal partners for client referrals. They are also expected to develop external business referral sources through networking and marketing activities to help clients achieve their long-term financial goals.
What We're Looking For
Provide tailor-made financial planning advice and solutions using 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 appropriate RBC team members to meet their continuous needs. Develop external business referral sources through networking, marketing, and centres of influence.
Ideal Candidate
Financial Planning Designation (PFP® or CFP®). Mutual Funds License (IFIC or CSC). Minimum 2 years' experience in financial planning.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Also Available At
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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