Financial Planner, Investment Retirement Planning - Toronto West

Royal Bank of Canada

Toronto, Canada
Base: not specified; bonus/equity: competitive com...
Financial planning advice and solutions
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 supported by internal partners who send client referrals your way

Job Summary

  • As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients supported by internal partners who send client referrals your way.
  • You will provide tailor-made financial planning advice using best-in-class proprietary and third-party mutual fund solutions and develop external business referral sources through networking and marketing.
  • RBC offers a comprehensive Total Rewards Program, world-class training, career development opportunities, a flexible work schedule, and innovative mobile technology to ensure your success.

Matching Summary

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients supported by internal partners who send client referrals your way.

Salary

Base: Not specified; Bonus/Equity: Competitive commission structure; Benefits: Flexible benefits and pension options

Skills & Requirements

Must-have

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

Nice-to-have

  • Creativity and motivation
  • Progressive thinking
  • Collaborative team environment
  • Work/life balance flexibility
  • Innovative mobile technology

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter