Financial Planner, Investment and Retirement Planning
Royal Bank of Canada
Toronto, ON
Permanent
Full-time
19 days ago
Job SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.What will you do?- 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 centers of influenceWhat do you need to succeed?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 relationshipsWhat’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Full-time RBC employee status with unlimited earning potential and full benefitsWork with a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible work/life balance options*Please note this opportunity if for future opportunities and not specific to Queen & Lee location but to all Toronto East*Job Skills Adaptability, Business Development, Client Centricity, CuriosityAdditional Job DetailsAddress: 2175 QUEEN ST E:TORONTOCity: TORONTOCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Personal and Commercial BankingJob Type: RegularPay Type: CommissionPosted Date: 2024-04-09Application Deadline: 2024-05-10Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .
