Description
The role of an RBC Investment and Retirement Planner involves developing custom investment strategies for existing and potential clients. This includes actively seeking new clients through networking, receiving internal referrals, and providing expert advice and solutions to help clients achieve their financial objectives. Responsibilities also include managing and consolidating client assets and connecting clients with appropriate RBC resources.
What We're Looking For
Candidates must provide tailored financial planning advice and solutions, acquire and consolidate client assets, and cultivate 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).
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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