Financial Planner, Investment Retirement Planning (Greater Sudbury)

Financial Planner, Investment Retirement Planning (Greater Sudbury)

24 Oct
|
RBC
|
Greater Sudbury

24 Oct

RBC

Greater Sudbury

This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with other RBC partners to help clients achieve their goals. Whether you’re teaching a client how to use digital banking, onboarding a current client in an office, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences, as well as drive client satisfaction and loyalty.

This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with other RBC partners to help clients achieve their goals. Whether you’re teaching a client how to use digital banking, onboarding a new client in an office, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences, as well as drive client satisfaction and loyalty.

Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities Proactively take ownership of resolving and preventing client banking problems Investment Funds in Canada or the Canadian Securities Course) Flexibility, eagerness to learn, strong personal ethics,



and a drive to succeed Digital literacy across a broad range of devices (i.e., Track record in building rapport and maintaining client relationships within the financial or service industry 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. A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits World-class sales training, coaching, and development opportunities Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.

Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com RBC is presently inviting candidates to apply for this existing vacancy.

Applying to this posting allows you to express your interest in this current career opportunity at RBC.

📌 Financial Planner, Investment Retirement Planning (Greater Sudbury)
🏢 RBC
📍 Greater Sudbury

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