Financial Planner, Investment And Retirement Planning

Royal Bank of Canada

Hamilton, Canada
Base: not specified; bonus/equity: competitive com...
Financial planning advice
Client acquisition and networking
Partner relationship cultivation
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.
  • You are fully supported by internal partners who send client referrals your way and develop external business referral sources through networking and marketing.
  • The role offers a comprehensive Total Rewards Program, world-class training programs, career development opportunities, and a flexible work schedule based on client preferences and work/life balance.

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
  • Client acquisition and networking
  • Partner relationship cultivation
  • Digital savviness with mobile applications
  • Investment and portfolio solutions

Nice-to-have

  • Creativity and motivation
  • Progressive thinking
  • Collaborative team environment
  • Flexible work schedule
  • Innovative mobile technology

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