Description
Join RBC's unique financial planning platform as a Financial Planner, Investment and Retirement Planning or Financial Planner. Develop relationships with clients, create custom investment solutions, and provide ongoing comprehensive reviews of clients' financial circumstances.
Financial Planner, Investment and Retirement Planning
- Provide tailor-made financial planning advice and solutions using RBC's investment and portfolio solutions
- Acquire and consolidate existing and new clients and assets
- Connect clients with the right RBC team members to continuously meet their needs
- Develop external business referral sources through networking and marketing
Financial Planner
- Provide tailor-made financial planning advice and help clients reach their goals using RBC's investment, credit, and everyday banking solutions
- Actively maintain and expand your portfolio of clients using value-based relationship management practices
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
Requirements
- 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
Benefits
- Full-time RBC employee status with unlimited earning potential and full benefits
- Work with a dynamic, collaborative, and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options
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