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 a wide array of investment and portfolio solutions and develop external business referral sources through networking and marketing.
The role offers a comprehensive Total Rewards Program, world-class training programs, career development opportunities, a flexible work schedule, and innovative mobile technology to support 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
Digital savviness with mobile applications
Investment and portfolio management
Nice-to-have
Adaptability
Curious mindset
Client centricity
Business development
Key Requirements
Mandarin or Cantonese proficiency
Financial Planning Designation (QAFP, PFP®, or CFP®)