Investment And Retirement Planner

Royal Bank of Canada

Toronto, Canada
Base: not specified; bonus/equity: competitive com...
Custom investment solutions
Client acquisition and networking
Financial planning advice
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 be supported by internal partners who send client referrals your way and will develop external business referral sources through networking and marketing.
  • The role offers a comprehensive Total Rewards Program, world-class training, career development opportunities, and a flexible work schedule to support 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

  • Custom investment solutions
  • Client acquisition and networking
  • Financial planning advice
  • Use of mobile applications
  • Partner relationship cultivation

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter