Financial Planner – Investment and Retirement Planning
RBC
full-time
Posted on:
Location Type: Office
Location: Gravenhurst • 🇨🇦 Canada
Visit company websiteJob Level
JuniorMid-Level
About the role
- Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund 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 centers of influence
Requirements
- Financial Planning Designation (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, 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 where initiative and hard work are recognized and rewarded
- A flexible work schedule based on client preferences and your own work/life balance
- Innovative mobile technology to ensure your success
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment solutionsportfolio solutionsmutual fund solutionsclient acquisition
Soft skills
networkingrelationship buildingclient management
Certifications
Financial Planning Designation (PFP®)Certified Financial Planner (CFP®)Mutual Funds License (IFIC)Canadian Securities Course (CSC)