Financial Planner, Investment and Retirement Planning
Description
As an RBC Investment and Retirement Planner, you will develop customized investment solutions for new and existing RBC clients. You will be supported by internal partners for client referrals while also actively prospecting and networking. Your role involves providing world-class advice and solutions to help clients achieve their long-term financial goals through new investment sales.
What We're Looking For
Provide tailor-made financial planning advice and solutions using a range of investment and portfolio solutions, including proprietary and third-party mutual fund 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 centers of influence.,Hold a Financial Planning Designation (PFP®, QAFP™ or CFP®).,Possess a Mutual Funds License (IFIC or CSC).,Have a minimum of 2 years' experience in financial planning.,Demonstrate proven networking and client acquisition skills.,Ability to cultivate strong partner relationships.,Digital Savviness, with the ability to effectively utilize mobile applications.
Ideal Candidate
Financial Planning Designation (PFP®, QAFP™ or CFP®),Mutual Funds License (IFIC or CSC)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
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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