As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. You prospect and network, while internal partners provide client referrals. Your creativity, motivation, and drive for new investment sales enable you to provide world‑class advice and solutions that help clients achieve their long‑term financial goals.
What will you do?
- Provide tailor‑made financial planning advice and solutions using our 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 continuously meet their needs.
- Develop external business referral sources through networking, marketing, and your centers of influence.
What 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 relationships.
- Digital savviness; ability to effectively utilize mobile applications.
What’s in it for you?
- 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, high‑performing team where initiative and hard work are recognized and rewarded.
- A versatile work schedule based on client preferences and your own work/life balance.
- Innovative mobile technology to ensure your success.
RBC strives to deliver workplace values of Client First, Integrity, Collaboration, Respect, and Excellence, and foster a diverse and inclusive environment.
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Apply on Kit Job: kitjob.ca/job/2fsgcj
📌 Financial Planner, Investment Retirement Planning (Stormont, Dundas and Glengarry United Counties)
🏢 RBC
📍 Stormont, Dundas and Glengarry United Counties
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