Financial Planner — Investment & Retirement Growth

RBC; Burnaby; Vor Ort; CAD 70.000 - 110.000; Vollzeit

Benefits dieser Stelle

Unlimited earning potential

Full benefits

Training program

Flexible work-life balance

Zusammenfassung

RBC is recruiting a Financial Planner, Investment and Retirement Planning, to develop relationships with and craft custom investment solutions for clients. You will be supported by internal partners who refer clients, with an emphasis on holistic financial planning and long-term relationships.

The role combines base salary with variable compensation, offering growth through performance and ongoing client reviews.

Qualifikationen

• Must hold a 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.

Aufgaben

• Provide tailor-made financial planning advice using RBC investment and portfolio solutions.
• Acquire and consolidate existing and new RBC clients and assets.
• Connect clients with RBC teams to meet ongoing needs.
• Develop external referral sources through networking and marketing.
• Maintain and expand client portfolios through relationship management.
• Collaborate with service partners and local markets to optimize opportunities.

Kenntnisse

Financial planning

Networking

Client acquisition

Jobbeschreibung

RBC is recruiting a Financial Planner, Investment and Retirement Planning, to develop relationships with and craft custom investment solutions for clients. You will be supported by internal partners who refer clients, with an emphasis on holistic financial planning and long-term relationships.

The role combines base salary with variable compensation, offering growth through performance and ongoing client reviews.