Monday , May 20 2024

RBC Hiring – Financial Planner Investment and Retirement Planning

Website RBC

Job Description:

As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.

Job Responsibilities:

  • Acquire and consolidate existing and new-to-RBC clients and assets
  • Develop external business referral sources through networking, marketing, and your centres of influence
  • Connect clients with the right RBC team members to help continuously meet their needs
  • Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solution

Qualification & Experience:

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

Job Details:

Company: RBC

Vacancy Type:  Full Time

Job Location: Vancouver, CA

Application Deadline: N/A

Apply Here