Financial Planner Investment and Retirement Planning
Description
As an RBC Investment and Retirement Planner, you will be responsible for creating tailored investment solutions for new and existing RBC clients. The role involves proactive prospecting and networking, supported by internal referrals, to provide world-class advice and solutions that help clients achieve their long-term financial objectives through new investment sales.
What We're Looking For
Provide tailor-made financial planning advice and solutions utilizing a comprehensive range of investment and portfolio offerings, including proprietary and third-party mutual fund solutions.
Acquire and consolidate existing and new-to-RBC clients and their assets.
Connect clients with appropriate RBC team members to continuously meet their diverse needs.
Develop external business referral sources through networking, marketing efforts, and leveraging centers of influence.
Ideal Candidate
Financial Planning Designation (QAFP, PFP® 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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.