Description
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients.
Your responsibilities include:
- Providing tailor-made financial planning advice and solutions using a range of investment and portfolio solutions
- Acquiring and consolidating existing and new-to-RBC clients and assets
- Connecting clients with the right RBC team members to continuously meet their needs
- Developing external business referral sources through networking, marketing, and centres of influence
To succeed in this role, you will need:
- Financial Planning Designation (QAFP, PFP 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 and ability to effectively utilize mobile applications
In return, RBC offers:
- A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
- World-class training programs and career development opportunities
- 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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