Financial Planner, Investment And Retirement Planning

Royal Bank of Canada

Sherbrooke, Canada
Base: not specified; bonus/equity: commission base...
Financial planning advice and solutions
Client acquisition and networking skills
Partner relationship cultivation
As a RBC Financial Planner, you provide tailor-made financial planning advice and solutions to help clients achieve their long-term goals

Job Summary

  • As a RBC Financial Planner, you provide tailor-made financial planning advice and solutions to help clients achieve their long-term goals.
  • You will be supported by internal partners who send client referrals and you will develop external business referral sources through networking and marketing.
  • RBC offers full-time employee status with unlimited earning potential, full benefits, and a dynamic, collaborative, and high-performing team.

Matching Summary

As a RBC Financial Planner, you provide tailor-made financial planning advice and solutions to help clients achieve their long-term goals.

Salary

Base: Not specified; Bonus/Equity: Commission based with unlimited earning potential; Benefits: Full benefits

Skills & Requirements

Must-have

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

Nice-to-have

  • Creativity and motivation
  • Progressive and collaborative team environment
  • Flexible work/life balance options
  • World-class training program

Key Requirements

  • Financial Planning Designation (IPF) or in progress
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years’ financial planning experience

Work Rights

Not specified

Tailored Resume

Cover Letter