Description
As an RBC Investment and Retirement Planner, you will be responsible for creating customized investment solutions for both prospective and existing RBC clients. You will engage in prospecting and networking activities, supported by internal partners who provide client referrals. The role requires creativity, motivation, and a drive for new investment sales to deliver world-class advice and solutions that help clients achieve their long-term financial goals.
What We're Looking For
Provide tailor-made financial planning advice and solutions using RBC's array of investment and portfolio solutions, including proprietary and select third-party mutual fund solutions.,Acquire and consolidate existing and new-to-RBC clients and assets.,Connect clients with the appropriate RBC team members to continuously meet their needs.,Develop external business referral sources through networking, marketing, and centers of influence.
Ideal Candidate
Financial Planning Designation (QAFP, PFP® or CFP®),Mutual Funds License (IFIC or CSC),Minimum 2 years' experience in financial planning
Minimum Education
Financial Planning Designation (QAFP, PFP® or CFP®)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Successful incumbent should be mobile within the Hanover, Paisley, Port Elgin or Kincardine Markets.
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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