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Financial Planner, Investment and Retirement Planning
RBCRBC Investment and Retirement Planner creating and providing tailor-made financial planning advice to clients. Collaborating with partners and developing referral networks for potential clients.
About the role
Key responsibilities & impact- 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 centres of influence
Requirements
What you’ll need- Must-have: 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
Comp & perks- A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninginvestment solutionsportfolio solutionsmutual funds
Soft Skills
networkingclient acquisitionpartner relationship cultivation
Certifications
Financial Planning Designation (PFP®)Certified Financial Planner (CFP®)Mutual Funds License (IFIC)Canadian Securities Course (CSC)