As an Investment and Retirement Planner, create custom investment solutions for RBC clients. Achieve long-term financial goals through tailored advice and collaboration with team members.
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 members
Develop external business referral sources through networking, marketing, and your centres of influence
Requirements
Must-have 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
Ability to cultivate strong partner relationships
Digital Savviness, ability to effectively utilize mobile applications
Benefits
A comprehensive Total Rewards Program of flexible benefits
Competitive commission structure
Pension options
World-class training programs and career development opportunities
The advantage of working with a dynamic, collaborative, and high performing team
Flexible work schedule based on client preferences and your own work/life balance
Innovative mobile technology to ensure your success
Job title
Financial Planner, Investment and Retirement Planning
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