Senior Financial Planner: Investment & Retirement

Vaco LLC

Vaughan

On-site

CAD 65,000 - 90,000

Full time

10 days ago

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Benefits offered by this job

Full benefits

World-class training

Flexible work options

Job summary

RBC is seeking a Financial Planner, Investment and Retirement Planning in the Greater Toronto Area. You will tailor investment solutions, build client relationships, and leverage RBC partners for referrals. You will prospect and network to grow a mass affluent book while delivering comprehensive reviews and ongoing services.

The role offers base salary with variable incentives, unlimited earning potential, and full benefits through a world-class training program and flexible work options.

Qualifications

Must possess Mutual Funds License (IFIC or CSC).
2+ years of experience in financial planning.
Proven networking and client acquisition abilities.

Responsibilities

Provide tailored financial planning and solutions using RBC's investment and portfolio options.
Acquire and consolidate existing and new RBC clients and assets.
Connect clients with RBC specialists to meet evolving needs.
Develop external referral sources through networking and centers of influence.
Deliver ongoing reviews to help clients reach long-term goals.
Manage and grow a portfolio through value-based relationship management.
Cultivate relationships with service partners and local markets to optimize opportunities.

Skills

Adaptability

Business Development

Client Centricity

Curious Mindset

Education

Mutual Funds License (IFIC or CSC)

Job description

The role offers base salary with variable incentives, unlimited earning potential, and full benefits through a world-class training program and flexible work options.

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