Financial Planner, Investment Retirement Planning
Description
This role at RBC involves creating tailored investment strategies for new and existing clients. The planner is responsible for client acquisition through networking and referrals from internal partners. The objective is to deliver top-tier advice and solutions to help clients achieve their financial goals.
What We're Looking For
Provide customized financial planning advice using a range of investment and portfolio solutions, including mutual funds.,Acquire and consolidate new and existing client assets.,Connect clients with relevant RBC team members to meet their ongoing needs.,Develop external business referral sources through networking, marketing, and influence.,Must-have: Financial Planning Designation (PFP® or CFP®).,Must-have: Mutual Funds License (IFIC or CSC).,Must-have: Minimum 2 years' experience in financial planning.,Must-have: Proven networking and client acquisition skills.,Must-have: Ability to cultivate strong partner relationships.,Must-have: Digital savviness and ability to effectively utilize mobile applications.
Ideal Candidate
Financial Planning Designation (PFP® or CFP®),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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