Financial Planner Investment & Retirement Planning

RBC

Victoria, Canada
Custom investment solutions
Client referrals
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.
  • Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.
  • A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options.

Matching Summary

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients.

Skills & Requirements

Must-have

  • custom investment solutions
  • client referrals
  • financial planning advice
  • mutual fund solutions
  • external business referral sources

Nice-to-have

  • progressive thinking
  • trusted advice
  • inclusive workplace
  • innovative mobile technology

Key Requirements

  • Financial Planning Designation (PFP®, QAFP™ or CFP®)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years’ experience in financial planning
  • Proven networking and client acquisition skills
  • Digital Savviness

Work Rights

Not specified

Tailored Resume

Cover Letter