Financial Planner, Investment & Retirement Planning
Description
As an RBC Investment and Retirement Planner, you will be responsible for creating customized investment solutions for both prospective and existing RBC clients in the Regina, SK market. You will receive support from internal partners for client referrals, while also engaging in your own prospecting and networking activities. The role requires creativity, motivation, and a drive for new investment sales to provide 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 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 ongoing needs.,Develop external business referral sources through networking, marketing, and centers of influence.,Possess a Financial Planning Designation (QAFP®, PFP® or CFP®).,Hold a 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, with the 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 Regina Market (for Regina location).
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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