Financial Planner, Investment and Retirement Planning
Description
This opportunity involves developing strong relationships with prospective and existing RBC clients to create tailored investment solutions. The role requires self-driven prospecting, networking, and leveraging internal referrals to acquire new clients and assets. The successful candidate will provide world-class financial advice and solutions to help clients achieve long-term financial goals, with significant earning potential. This position specifically supports the Vancouver East market.
What We're Looking For
Provide tailor-made financial planning advice and solutions using RBC's array 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 relevant RBC team members to meet their continuous needs.,Develop external business referral sources through networking, marketing, and centers of influence.,Possess a Financial Planning Designation (PFP®, QAFP™ or CFP®) or be close to completing one.,Hold 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.
Ideal Candidate
Financial Planning Designation (PFP®, QAFP™ or CFP®) or close to completing.,Mutual Funds License (IFIC or CSC).,Minimum 2 years' experience in financial planning.,Proven networking and client acquisition skills.,Ability to cultivate strong partner relationships.
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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