RBC

Financial Planner, Investment and Retirement Planning

RBC

full-time

Posted on:

Location Type: Office

Location: Québec • Canada

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About the role

  • Provide tailor-made financial planning advice and solutions using our unparalleled 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

  • Must-have Financial Planning Designation (IPF) or in the process of completion
  • 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
Benefits
  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services
  • Flexible work/life balance options

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planninginvestment solutionsportfolio solutionsclient acquisitionnetworking
Soft skills
relationship buildingcommunicationmarketingcollaboration
Certifications
Financial Planning Designation (IPF)Mutual Funds License (IFIC)Mutual Funds License (CSC)