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.
Responsibilities
- Provide tailor-made financial planning advice and solutions using an array of investment and portfolio 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
Requirements
- Proficiency in Cantonese and/or Mandarin
- Financial Planning Designation (QAFP, PFP®, CFP® or CIFP)
- 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 utilise mobile applications
Benefits
- 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
- A flexible work schedule based on client preferences and your own work/life balance
- Innovative mobile technology to ensure your success
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