Investment & Retirement Planner

Job title:

Investment & Retirement Planner

Company

Royal Bank of Canada

Job description

Job Summary

Job Description

What 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 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

Nice to have

-Fluent in Arabic

What’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 benefits

Work with a dynamic, collaborative, progressive, and high-performing team

A world-class training program in financial services

Flexible work/life balance options

FPIRPFY

About RBC
Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com.

Job Skills Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Address: 1240 EGLINTON AVE W:MISSISSAUGA

City: MISSISSAUGA

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Personal and Commercial Banking

Job Type: Regular

Pay Type: Commission

Posted Date: 2023-12-14

Application Deadline: 2024-01-16

Inclusion and Equal Opportunity Employment

At 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.

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Expected salary

Location

Mississauga, ON

Job date

Sat, 16 Dec 2023 02:03:54 GMT

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