Financial Planner, Investment And Retirement Planning
Royal Bank of Canada
Abbotsford, Canada
Base: not specified; bonus/equity: competitive com...
Financial planning advice delivery
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 will provide tailor-made financial planning advice and solutions using a wide array of investment and portfolio options including proprietary and third-party mutual funds.
The role offers a comprehensive Total Rewards Program, world-class training, career development opportunities, and a flexible work schedule.
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
Partner relationship cultivation
Digital savviness with mobile apps
Investment and portfolio solutions expertise
Nice-to-have
Creativity and motivation for sales
Progressive thinking and collaboration
Work/life balance flexibility
Key Requirements
Financial Planning Designation (PFP®, QAFP™ or CFP®)