Financial Planner, Investment & Retirement Planning

Royal Bank of Canada

Perth, Canada
Base: not specified; bonus/equity: unlimited earni...
Financial planning advice and solutions
Client acquisition and networking
Collaboration with internal partners
As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients

Job Summary

  • As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients.
  • You are fully supported by internal partners who send client referrals your way and have unlimited earning potential with full benefits.
  • RBC offers a dynamic, collaborative, progressive, and high-performing team environment along with a world-class training program in financial services.

Matching Summary

As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients.

Salary

Base: Not specified; Bonus/Equity: Unlimited earning potential; Benefits: Full benefits

Skills & Requirements

Must-have

  • Financial planning advice and solutions
  • Client acquisition and networking
  • Collaboration with internal partners
  • Business referral development
  • Investment portfolio management

Nice-to-have

  • Creativity and motivation
  • Curious mindset
  • Client centricity
  • Adaptability
  • Progressive team environment

Key Requirements

  • 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

Work Rights

Not specified

Tailored Resume

Cover Letter