Financial Planner Investment and Retirement Planning

RBC - Royal Bank; Cambridge; On-site; CAD 70,000 - 100,000; Full time

Job summary

RBC is seeking an Investment and Retirement Planner to deliver tailored financial solutions to clients in the Kitchener, Waterloo, and Cambridge markets. This role involves client acquisition, providing expert financial advice, and developing strong partnerships. Ideal candidates will possess a Mutual Funds License, have 2+ years of experience in financial planning, and strong networking abilities. A comprehensive benefits package and opportunities for professional growth are offered.

Benefits

Comprehensive Total Rewards Program

Competitive commission structure

World-class training programs

Flexible work schedule

Innovative mobile technology

Qualifications

• Minimum 2 years' experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.

Responsibilities

• Provide tailor-made financial planning advice using investment solutions.
• Acquire and consolidate clients and assets.
• Develop external business referral sources through networking.

Skills

Client Acquisitions

Finance Strategy

Investment Portfolios

Investment Strategies

Mutual Funds

Retirement Planning

Education

Mutual Funds License (IFIC or CSC)

Job description

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Kitchener, Waterloo and Cambridge Markets (please be advised specific location is to be determined). Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

What will you do?

Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions

Acquire and consolidate existing and new-to-RBC clients and assets

Connect clients with the right RBC team members to help continuously meet their needs

Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?

Must-have

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

Fluent in English and second language (Portuguese or Mandarin) is preferred

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options

World-class training programs and career development opportunities

The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded

A flexible work schedule based on client preferences and your own work / life balance

Innovative mobile technology to ensure your success

RBCFP

Job Skills

Client Acquisitions, Finance Strategy, Investment Portfolios, Investment Strategies, Mutual Funds, Retirement Planning