Financial Planner, Investment And Retirement Planning

Royal Bank of Canada

Ottawa, Ontario, Canada
Base: not specified; bonus/equity: unlimited earni...
Financial planning advice and solutions
Client acquisition and networking skills
Develop external business referral sources
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 as a full-time RBC employee.
  • RBC offers a world-class training program, a progressive and high-performing team environment, and flexible work/life balance options.

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 skills
  • Develop external business referral sources
  • Collaborate with internal RBC partners
  • Provide tailored investment portfolio solutions

Nice-to-have

  • Fully bilingual in English and French, Arabic, Hindi or Urdu
  • Creative and motivated to drive new investment sales
  • Flexible work/life balance options
  • Work with a dynamic, collaborative team

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

Work Rights

Not specified

Tailored Resume

Cover Letter