Description
This role involves creating customized investment solutions for existing and prospective RBC clients. Support is provided by internal partners for client referrals, and the planner is expected to leverage their drive for new investment sales to deliver world-class advice and solutions that help clients achieve long-term financial goals.
What We're Looking For
Provide tailor-made financial planning advice and solutions utilizing RBC's investment and portfolio solutions, including best-in-class 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
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be mobile within the Owen Sound, Sauble Beach, Tobermory, and Wiarton 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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