Financial Planner Investment and Retirement Planning

RBC; Cambridge; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a motivated Investment and Retirement Planner to create custom investment solutions for clients. In this dynamic role, you will leverage your financial planning expertise and networking abilities to provide world-class advice, helping clients achieve their long-term financial goals. You will be supported by a collaborative team and have access to innovative mobile technology, ensuring your success in a flexible work environment. Join a forward-thinking company that values diversity and inclusion, and make a meaningful impact in the lives of clients and communities.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive commission structure

Pension options

World-class training programs

Career development opportunities

Flexible work schedule

Innovative mobile technology

Qualifications

• Minimum 2 years’ experience in financial planning is required.
• Proven networking and client acquisition skills are essential.

Responsibilities

• Provide tailor-made financial planning advice and solutions.
• Acquire and consolidate existing and new-to-RBC clients.

Skills

Client Acquisitions

Finance Strategy

Investment Portfolios

Investment Strategies

Mutual Funds

Retirement Planning

Networking Skills

Digital Savviness

Fluency in English

Fluency in Portuguese or Mandarin

Education

Financial Planning Designation (PFP, QAFP or CFP)

Mutual Funds License (IFIC or CSC)

Job description

Job Summary

Job Description

What is the opportunity?

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

• 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
• 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

Additional Job Details

Address: 73 MAIN ST:CAMBRIDGE

City: CAMBRIDGE

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2022-03-21

Application Deadline: 2025-04-09

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.