Financial Planner, Investment And Retirement Planning
Royal Bank of Canada
Richmond, Canada
Base: not specified; bonus/equity: competitive com...
Financial planning advice
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.
You will be supported by internal partners who send client referrals your way and 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.
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
Client acquisition and networking
Use of mobile applications
Partner relationship cultivation
Investment and portfolio solutions
Nice-to-have
Creativity and motivation
Progressive thinking
Collaborative team environment
Flexible work schedule
Key Requirements
Financial Planning Designation (PFP®, QAFP™ or CFP®)