Financial Planner Investment and Retirement Planning
Description
As an RBC Investment and Retirement Planner, you will create customized investment solutions for new and existing RBC clients. You will be supported by internal partners for client referrals, and your role involves prospecting and networking to provide advice and solutions that help clients achieve their financial goals.
What We're Looking For
Provide tailor-made financial planning advice and solutions using 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 continuously meet their needs.,Develop external business referral sources through networking, marketing, and centres of influence.
Ideal Candidate
Financial Planning Designation (PFP®, QAFP™ or CFP®),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,Digital Savviness, ability to effectively utilize mobile applications
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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