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Investment associate Offres d'emploi - St. Catharines, ON

Dernière mise à jour : il y a 13 heures
Financial Planner, Investment & Retirement Planning

Financial Planner, Investment & Retirement Planning

Royal Bank of Canada>NORFOLK COUNTY, Canada
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully su...Voir plusDernière mise à jour : il y a 15 jours
  • Nouvelle offre
Sales Associate

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Marketing Associate

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Vice President, Business Development (Dynamic Funds), Golden Horseshoe

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Associate

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0000050599 RBC Dominion Securities Inc.ST. CATHARINES, Ontario, Canada
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Associate

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Commercial Litigation Associate

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Director, Investment Finance

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Actuarial Associate

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Senior Associate, Investment Operations - Contract

Senior Associate, Investment Operations - Contract

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Warehouse Associate

Warehouse Associate

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  • Offre sponsorisée
Regulatory Affairs Associate

Regulatory Affairs Associate

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Financial Planner, Investment & Retirement Planning

Financial Planner, Investment & Retirement Planning

Royal Bank of Canada>NORFOLK COUNTY, Canada
Il y a 15 jours
Description de poste

Job Summary

Job Description

What is the opportunity?

As an RBC Investment and Retirement Planner, you 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 drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

What will you do?

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 solutions

Acquire and consolidate existing and new-to-RBC clients and assets

Connect clients with the right RBC team members to help continuously meet their needs

Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?

Must-have

Financial Planning Designation (PFP® or CFP®)

Mutual Funds License (IFIC or CSC)

Minimum 2 years’ experience in financial planning

Proven networking and client acquisition skills

Ability to cultivate strong partner relationships

Digital Savviness, ability to effectively utilize mobile applications

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options

World-class training programs and career development opportunities

The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded

A flexible work schedule based on client preferences and your own work / life balance

Innovative mobile technology to ensure your success

LI-RZ1

RBCFP

Job Skills

Additional Job Details

Address :

55 NORFOLK ST S : NORFOLK COUNTY

City : NORFOLK COUNTY

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform :

PERSONAL & COMMERCIAL BANKING

Job Type : Regular

Pay Type : Commission

Posted Date : 2024-12-09

Application Deadline :

2025-03-06

Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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