Financial Planner, Investment & Retirement Planning

Royal Bank of Canada>; London; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading financial institution is seeking an Investment and Retirement Planner to create custom investment solutions for clients in the London Market. The role involves providing tailored financial advice, acquiring clients, and leveraging internal partnerships for referrals. Successful candidates will enjoy a comprehensive rewards program, flexible work schedules, and opportunities for career development.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Flexible work schedule

Innovative mobile technology

Qualifications

• Must have a Mutual Funds License (IFIC or CSC).
• At least 2 years of experience in financial planning is required.
• Proven skills in networking and client acquisition.

Responsibilities

• Provide tailor-made financial planning advice and solutions.
• Acquire and consolidate existing and new clients.
• Develop external business referral sources through networking.

Skills

Networking

Client Acquisition

Financial Planning

Digital Savviness

Education

Mutual Funds License (IFIC or CSC)

Minimum 2 years’ experience in financial planning

Job description

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the London Market. 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?

Please be advised specific location is to be determined and successful incumbent must be mobile within the London Market.

1. Provide tailor-made financial planning advice and solutions using our array of investment and portfolio options, including proprietary and 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 needs.
4. Develop external business referral sources through networking, marketing, and your centres of influence.

What do you need to succeed?

Must-have

• 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, including effective utilization of mobile applications.

What’s in it for you?

We thrive on the challenge to be our best, foster progressive thinking, and work together to deliver trusted advice that helps our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference, and achieving mutual success.

• A comprehensive Total Rewards Program including flexible benefits, competitive commission, and pension options.
• World-class training programs and career development opportunities.
• The chance to work 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 work/life balance.
• Innovative mobile technology to support your success.

Additional Details

Location: 96 Fanshawe Park Rd E, London, Canada

Work hours: 37.5 hours/week

Employment Type: Full-time

Platform: Personal & Commercial Banking

Job Type: Regular

Pay Type: Commission

Posted Date: 2024-05-31

Application Deadline: 2025-06-03

Applications will be accepted until 11:59 PM on the day prior to the deadline.

Inclusion and Equal Opportunity Employment

At RBC, we believe a diverse and inclusive workplace is key to our growth. We are committed to fostering an environment where employees feel supported, valued, and able to perform at their best. Our policies and programs promote respect, belonging, and opportunity for all.

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