Financial Planner, Investment and Retirement Planning
Description
This role at RBC involves creating tailored investment solutions for new and existing clients. The Financial Planner is responsible for acquiring and consolidating client assets, connecting clients with relevant RBC team members, and building external referral networks through prospecting and marketing efforts. They are supported by internal partners for client referrals.
What We're Looking For
Provide tailor-made financial planning advice and solutions using investment and portfolio solutions,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 centres of influence
Ideal Candidate
Financial Planning Designation (PFP®, QAFP™ or CFP®),Mutual Funds License (IFIC or CSC),Minimum 2 years' experience in financial planning
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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