Financial Planner, Investment and Retirement Planning
Canada
Full Time
3 hours ago
Visa Sponsorship
About this role
Role Overview
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
Must-have Financial Planning Designation (IPF) or in the process of completion
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