RBC

Financial Planner, Investment & Retirement Planning

RBC

full-time

Posted on:

Location Type: Office

Location: Perth • Australia

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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 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
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
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 management
Certifications
Financial Planning Designation (PFP)Certified Financial Planner (CFP)Mutual Funds License (IFIC)Canadian Securities Course (CSC)