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Financial Planner – Investment and Retirement Planning
RBCRBC financial planner creating tailored investment and retirement solutions for clients. Building relationships, acquiring assets, and generating referrals across northeastern Ontario.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and investment solutions, with a strong focus on client acquisition and relationship management. Proficient in creating tailored financial strategies to help clients achieve their long-term financial goals.
Highest-signal resume keywords
Financial Planning Designation (QAFP, PFP® or CFP®)Mutual Funds License (IFIC or CSC)Client Acquisition SkillsNetworking SkillsDigital Savviness
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment SolutionsPortfolio ManagementSales StrategiesClient Relationship Management
Soft Skills
NetworkingRelationship BuildingCommunication
Tools & Technologies
Mobile Applications
Certifications & Qualifications
Financial Planning Designation (QAFP, PFP® or CFP®)Mutual Funds License (IFIC or CSC)
Industry Keywords
Financial PlanningInvestment SalesClient ManagementBusiness ReferralsThird-Party Mutual Funds
About the role
Key responsibilities & impact- Provide tailor-made financial planning advice and solutions using investment and portfolio solutions, including 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 continuously meet their needs
- Develop external business referral sources through networking, marketing, and centres of influence
- Create custom investment solutions for prospective and existing RBC clients
- Prospect and network while leveraging internal partner referrals
- Drive new investment sales and help clients achieve long-term financial goals
Requirements
What you’ll need- 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
Comp & perks- A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
- World-class training programs and career development opportunities
- 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