Financial Planner, Investment Retirement Planning
Description
As an RBC Investment and Retirement Planner, you will develop client relationships, create custom investment solutions, and acquire new clients. You will be supported by internal partners for referrals and are expected to drive new investment sales by providing world-class advice to help clients achieve their long-term goals. This role offers unlimited earning potential and is based in the Vancouver Downtown market.
What We're Looking For
Provide tailor-made financial planning advice and solutions using RBC's 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 centres of influence.,Must have a Financial Planning Designation (PFP®, QAFP™ or CFP®) or be close to completing one.,Must have a Mutual Funds License (IFIC or CSC).,Minimum 2-3 years' experience in a financial planning/advisor role.,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).
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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