Financial Planner, Investment & Retirement Planning

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

Job summary

As an Investment and Retirement Planner at a leading bank, you will create custom investment solutions for clients, supported by a dynamic team. Your role involves providing financial advice, acquiring clients, and leveraging networking skills to achieve financial goals.

Benefits

Flexible benefits

Competitive commission structure

Pension options

World-class training programs

Career development opportunities

Flexible work schedule

Innovative mobile technology

Qualifications

• Minimum 2 years’ experience in financial planning.
• Proven networking and client acquisition skills.

Responsibilities

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

Skills

Networking

Client Acquisition

Digital Savviness

Education

Mutual Funds License (IFIC or CSC)

Job description

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

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

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

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

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. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

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

Additional Job Details

Address :

55 NORFOLK ST S : NORFOLK COUNTY

City : NORFOLK COUNTY

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform :

PERSONAL & COMMERCIAL BANKING

Job Type : Regular

Pay Type : Commission

Posted Date : 2024-12-09

Application Deadline :

2025-06-05

Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

I nclusion 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. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Financial Planner • NORFOLK COUNTY, Canada