FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Financial Planner, Investment and Retirement Planning
RBCRBC Investment and Retirement Planner developing custom investment solutions for clients through networking and partnerships. Providing financial planning advice and building client relationships.
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®, QAFP™ or CFP®) or close to completing
- 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
- Punjabi language skills (fluent) considered an asset
Benefits
Comp & perks- 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
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
PFP®QAFP™CFP®Mutual Funds LicenseIFICCSC