Financial Planner, Investment and Retirement Planning

RBC - Royal Bank; Rouyn-Noranda; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking financial institution as a Financial Planner, specializing in Investment and Retirement Planning. This role allows you to build meaningful relationships and create customized investment solutions for clients. With unlimited earning potential and a supportive environment, you will thrive while helping clients achieve their long-term financial goals. Benefit from a world-class training program and the opportunity to work with a dynamic, collaborative team. If you are driven and passionate about financial services, this position is perfect for you.

Benefits

Full Benefits

Unlimited Earning Potential

World-Class Training Program

Qualifications

• 2+ years of experience in financial planning with proven networking skills.
• Must have or be pursuing Financial Planning Designation and Mutual Funds License.

Responsibilities

• Provide tailored financial planning advice using various investment options.
• Acquire and consolidate clients and assets, connecting them with RBC teams.

Skills

Networking Skills

Client Acquisition

Financial Planning

Fluency in French

Education

Financial Planning Designation (IFP)

Mutual Funds License (IFIC or CSC)

Job description

What is the opportunity?

As a RBC Financial Planner specializing in 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. With unlimited earning potential, you have the opportunity to shape your future and that of your clients.

What will you do?

1. Provide tailored financial planning advice and solutions using our extensive range of investment and portfolio options, including proprietary and select third-party mutual funds.
2. Acquire and consolidate existing and new-to-RBC 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.

What do you need to succeed?

Must-have qualifications:

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

Additional requirement:

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

What’s in it for you?

We thrive on the challenge to be our best, embrace progressive thinking, and work together to deliver trusted advice that helps our clients thrive and communities prosper. We value each other, support reaching our potential, and making a difference in our communities. Achieve mutual success with full-time RBC employee status, unlimited earning potential, full benefits, and the opportunity to work with a dynamic, collaborative, and high-performing team. Benefit from a world-class training program in financial services.