Financial Planner Investment and Retirement Planning

Royal Bank of Canada>; Cambridge; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Canada is seeking an experienced Investment and Retirement Planner to provide customized investment solutions for clients. The ideal candidate will have a strong background in financial planning and proven networking skills. This role includes a comprehensive rewards program and flexible work arrangements.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

World-class training programs

Career development opportunities

Flexible work schedule

Innovative mobile technology

Qualifications

• Minimum 2 years’ experience in financial planning.
• Proven ability to cultivate strong partner relationships.
• Ability to effectively utilize mobile applications.

Responsibilities

• Provide financial planning advice and solutions.
• Accompany existing and new clients.
• Develop referral sources through networking.

Skills

Financial Planning Designation (PFP, QAFP or CFP)

Mutual Funds License (IFIC or CSC)

Networking skills

Client acquisition skills

Digital Savviness

Fluency in English

Fluency in Portuguese or Mandarin

Job description

Overview

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.

Responsibilities

• 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

Qualifications

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

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: 2025-10-01

• 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 believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community