Financial Planner, Investment and Retirement Planning

Job Description

What is the opportunity?

As an RBC Investment and Retirement Planner, you 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
drive for new investment sales will 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
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

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

Nice-to-Have
* Individuals who have knowledge and/or fluent in the following languages:
Cantonese and/or Mandarin

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.
* 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, and high
performing team where initiative and hard work are recognized and
rewarded
* A flexible work schedule based on client preferences and your own work/
life balance
* Innovative mobile technology to ensure your success

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at

Job_Summary

City: Kanata
Address: 8211 Campeau Drive
Work Hours/Week: 37.50
Work Environment: Branch and Home Office
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Commissioned Sales
Required Travel (%): 76-100
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 07/19/2020
Platform: Personal & Commercial Banking
Req ID:
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