Financial Planner, Investment & Retirement Planning

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

Job summary

A leading financial institution is seeking an Investment and Retirement Planner in Thunder Bay, Canada. This role involves creating custom investment solutions and requires strong networking skills. Ideal candidates will have a financial planning designation and a minimum of two years' experience. The position offers competitive commission structure and extensive support from an internal team.

Benefits

Flexible benefits

Career development opportunities

Dynamic team environment

Flexible work schedule

Innovative mobile technology

Qualifications

• Minimum 2 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.
• Digital savviness, with ability to effectively utilize mobile applications.

Responsibilities

• Provide tailor-made financial planning advice and solutions.
• Acquire and consolidate existing and new-to-RBC clients and assets.
• Connect clients with the right RBC team to meet their needs.
• Develop external business referral sources through networking and marketing.

Skills

Adaptability

Business Development

Client Centricity

Curiosity

Education

Financial Planning Designation (PFP or CFP or QAFP)

Mutual Funds License (IFIC or CSC)

Job description

Overview

Job Description

Incumbent must be mobile within the Thunder Bay market. Location specifics are to be determined.

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. You are supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

What will you do?

• Provide tailor-made financial planning advice and solutions using our array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual funds.
• 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.

What do you need to succeed?

Must-have

• Financial Planning Designation (PFP or CFP or QAFP)
• 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
• Bilingual (French and English) is an asset
• Mobile within Thunder Bay

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.
• 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

#LI-RZ1

RBCFP

Job Skills

• Adaptability
• Business Development
• Client Centricity
• Curiosity

Additional Job Details

Address: 1159 Alloy Dr, Thunder Bay, Canada

City: Thunder Bay

Country: Canada

Work hours / week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2024-02-28

Application Deadline: 2025-10-21

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. RBC strives to deliver policies and programs that foster a workplace based on respect, belonging and opportunity for all.

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