RBC

Financial Planner – Investment and Retirement Planning

RBC

full-time

Posted on:

Location Type: Office

Location: Hanover • 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 (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, 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
  • 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 & Tools
financial planninginvestment solutionsportfolio solutionsclient acquisitionnetworking
Soft Skills
relationship buildingcommunicationmarketingclient servicecollaboration
Certifications
QAFPPFP®CFP®Mutual Funds LicenseIFICCSC