Financial Planner, Investment Retirement Planner
RBC Royal Bank · Toronto, ON
- Pay
- Not listed
- Type
- Full time
- Posted
- Oct 5
- Closes
- Not listed
<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left"><b><u>Job Description</u></b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><span><b>What is the opportunity?
</b></span></p><p><span>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.
</span></p><p><span><b> </b></span></p><p><span><b>What will you do?</b></span></p><ul><li style="color:#4a4a4a !important"><span style="color:#4a4a4a"><span>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</span></span></li><li style="color:#4a4a4a !
important"><span style="color:#4a4a4a"><span>Acquire and consolidate existing and new-to-RBC clients and assets</span></span></li><li style="color:#4a4a4a !important"><span style="color:#4a4a4a"><span>Connect clients with the right RBC team members to help continuously meet their needs</span></span></li><li style="color:#4a4a4a !important"><span style="color:#4a4a4a"><span>Develop external business referral sources through networking, marketing, and your centres of influence</span></span></li></ul><p><span><b> </b></span></p><p><span><b>What do you need to succeed?
</b></span></p><p><span><b>Must-have</b></span></p><ul><li style="color:#4a4a4a !important"><span style="color:#4a4a4a"><span>Financial Planning Designation (QAFP, PFP® or CFP®)</span></span></li><li style="color:#4a4a4a !important"><span style="color:#4a4a4a"><span>Mutual Funds License (IFIC or CSC)</span></span></li><li style="color:#4a4a4a !important"><span style="color:#4a4a4a"><span>Minimum 2 years’ experience in financial planning</span></span></li><li style="color:#4a4a4a !
important"><span style="color:#4a4a4a"><span>Proven networking and client acquisition skills</span></span></li><li style="color:#4a4a4a !important"><span style="color:#4a4a4a"><span>Ability to cultivate strong partner relationships</span></span></li><li style="color:#4a4a4a !important"><span style="color:#4a4a4a"><span>Digital Savviness, ability to effectively utilize mobile applications</span></span></li></ul><p><span><b> </b></span></p><p><span><b>What’s in it for you?
</b></span></p><p><span>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.</span></p><ul><li style="color:#4a4a4a !important"><span style="color:#4a4a4a"><span>A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options</span></span></li><li style="color:#4a4a4a !
important"><span style="color:#4a4a4a"><span>World-class training programs and career development opportunities</span></span></li><li style="color:#4a4a4a !important"><span style="color:#4a4a4a"><span>The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded</span></span></li><li style="color:#4a4a4a !
important"><span style="color:#4a4a4a"><span>A flexible work schedule based on client preferences and your own work/life balance</span></span></li><li style="color:#4a4a4a !important"><span style="color:#4a4a4a"><span>Innovative mobile technology to ensure your success</span></span></li></ul><p> </p><p></p><p></p><p style="text-align:left"><u><b>Job Skills</b></u></p>Adaptability, Business Development, Client Centricity, Curious Mindset<p></p><p></p><p style="text-align:left"><u><b>Additional Job Details</b></u></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left"><b>Address:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>1970 ST CLAIR AVE W:TORONTO<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left"><b>City:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>Toronto<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left"><b>Country:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>Canada<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:lef
Found on RBC Royal Bank's own careers site. You apply directly with them.