Financial Planner, Investment and Retirement Planning

Job Opportunity: RBC Financial Planner, Investment and Retirement Planning

The candidate must be available to travel within the city of Val d'Or.

As an RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will be supported by internal partners who send client referrals your way. Your creativity, motivation, and drive to generate new investment sales will enable you to provide world-class advice and solutions to help clients achieve their long-term goals. This role offers unlimited earning potential, allowing you to create a future aligned with your aspirations and those of your clients.

Key Responsibilities

1. Provide tailored financial planning advice and solutions using our comprehensive investment and portfolio options, including proprietary and select third-party mutual funds.
2. Acquire and consolidate existing and new clients and assets.
3. Connect clients with the appropriate RBC team members to meet their ongoing needs.
4. Develop external business referral sources through networking, marketing, and your centers of influence.

Minimum Qualifications

• Financial Planning Designation (IFP) or in the process of completing it.
• Mutual Funds License (IFIC or CSC).
• At least 2 years of experience in financial planning.
• Proven skills in networking and client acquisition.
• Ability to build strong partner relationships.
• Fluency in French to serve RBC’s French-speaking clients.

Benefits and Opportunities

• Full-time employment with unlimited earning potential and comprehensive benefits.
• Work with a dynamic, collaborative, and high-performing team.
• Access to world-class training in financial services.
• Flexible work/life balance options.

Additional Job Details

• Location: Rouyn-Noranda, Canada
• Work hours: 37.5 per week
• Employment Type: Full-time
• Platform: Personal and Commercial Banking
• Job Type: Regular
• Pay Type: Commission
• Posted Date: 2024-04-22
• Application Deadline: [To be specified]

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion, fostering innovation and growth. We are committed to building inclusive teams and equitable workplaces where employees can bring their true selves. We actively address issues of inequity and systemic bias to support our diverse talent, clients, and communities. We also strive to provide accessible recruitment processes for candidates with different abilities. Please inform us if you require accommodations during the recruitment process.

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