Financial Planner, Investment And Retirement Planning (

Royal Bank of Canada

Oakville, Canada
Base: not specified; bonus/equity: competitive com...
Financial planning advice and solutions
Client acquisition and networking skills
Use of mobile applications
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients

Job Summary

  • As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients.
  • We offer a comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options.
  • You will work with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded.

Matching Summary

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

Salary

Base: Not specified; Bonus/Equity: Competitive commission structure; Benefits: Flexible benefits and pension options

Skills & Requirements

Must-have

  • Financial planning advice and solutions
  • Client acquisition and networking skills
  • Use of mobile applications
  • Partner relationship cultivation
  • Investment and portfolio solutions expertise

Nice-to-have

  • Creativity and motivation
  • Progressive thinking
  • Collaborative team environment
  • Work/life balance flexibility
  • Digital savviness

Key Requirements

  • Financial Planning Designation (QAFP, PFP®, or CFP®)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years’ experience in financial planning

Work Rights

Not specified

Tailored Resume

Cover Letter