Financial Planner, Investment And Retirement Planning

Royal Bank of Canada

New Westminster, Canada
Base: not specified; bonus/equity: competitive com...
Financial planning advice delivery
Client acquisition and networking
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.
  • A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options is offered.
  • 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 delivery
  • Client acquisition and networking
  • Use of mobile applications
  • Develop external business referrals
  • Collaboration with internal partners

Nice-to-have

  • Adaptability
  • Curious mindset
  • Client centricity
  • Business development skills
  • Motivation and creativity

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter