Financial Planner, Investment and Retirement Planning
Description
The RBC Financial Planner develops client relationships and creates custom investment solutions for both prospective and existing clients. The role involves providing tailored financial planning advice, acquiring and consolidating client assets, and collaborating with internal partners to meet client needs. It emphasizes driving new investment sales and offers unlimited earning potential.
What We're Looking For
Develop relationships and create custom investment solutions for prospective and existing RBC clients.,Provide tailor-made financial planning advice and solutions using RBC's array of investment and portfolio solutions.,Acquire and consolidate existing and new-to-RBC clients and assets.,Connect clients with appropriate RBC team members to continuously meet their needs.,Develop external business referral sources through networking, marketing, and centres of influence.
Ideal Candidate
Financial Planning Designation (IPF) or in the process of completion,Mutual Funds License (IFIC or CSC)
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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