Description
As an RBC Investment and Retirement Planner, you will develop customized investment solutions for existing and prospective RBC clients, leveraging internal referrals and your own networking. The role involves providing expert financial planning advice, acquiring new clients and assets, connecting clients with relevant RBC team members, and building external business referral sources to help clients achieve their long-term financial goals. This specific position supports the Vancouver East market.
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 continuous needs.,Develop external business referral sources through networking, marketing, and centers of influence.
Ideal Candidate
Financial Planning Designation (PFP®, QAFP™ or CFP®).,Mutual Funds License (IFIC or CSC).
Minimum Education
Professional Designations (PFP®, QAFP™, CFP®, IFIC or CSC)
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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