Financial Planner, Investment and Retirement Planning
Description
As an RBC Financial Planner, you will build client relationships, create personalized investment solutions for new and existing clients, and acquire new assets. You will also develop external business referrals and connect clients with the appropriate RBC team members to meet their diverse needs. This role offers world-class advice and solutions to help clients achieve long-term financial goals with unlimited earning potential.
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 funds.,Acquire and consolidate existing and new-to-RBC clients and assets.,Connect clients with the right RBC team members to help continuously meet their needs.,Develop external business referral sources through networking, marketing, and your centers of influence.
Ideal Candidate
Financial Planning Designation (IPF) or in the process of completion,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
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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