Description
The RBC Investment and Retirement Planner role involves creating customized investment solutions for new and existing clients. The individual will be responsible for client acquisition, consolidating assets, connecting clients with relevant RBC teams, and developing external business referral sources through networking and marketing. The role is based in New Westminster and requires providing world-class advice to 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 the right RBC team members to continuously meet their needs.,Develop external business referral sources through networking, marketing, and centres of influence.
Ideal Candidate
Financial Planning Designation (PFP®, QAFP™ 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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