Financial Planner, Investment and Retirement Planning
Description
This role at RBC involves building client relationships and developing customized investment solutions for existing and prospective clients. It requires acquiring new clients and assets, connecting clients with suitable RBC team members, and generating external referrals through networking and marketing activities. The position offers unlimited earning potential and is supported by internal partners for client referrals.
What We're Looking For
Provide tailor-made financial planning advice and solutions using RBC's investment and portfolio offerings.,Acquire and consolidate new and existing client assets.,Connect clients with appropriate RBC team members to address their diverse financial needs.,Develop external business referral sources through networking, marketing, and professional contacts.
Ideal Candidate
Financial Planning Designation (IPF) or actively working towards completion.,Mutual Funds License (IFIC or CSC).
Minimum Education
Financial Planning Designation (IPF)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
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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