Financial Planner Investment & Retirement Planning
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 within the Kitchener Waterloo Communities.
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® or QAFP®)
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
Fluent in English and Mandarin is an asset
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
Job Skills
Financial Planner Investment & Retirement Planning
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the. Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary...
Financial Planner Investment & Retirement Planning
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the. Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary...
Financial Planner Investment & Retirement Planning
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the. Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary...
Director, Financial Planning & Analysis, Investment Solutions
The Director, Financial Planning & Analytics, Investment Solutions (FP&A) is responsible for developing Financial and Strategic Plan projections for Individual Wealth as well as producing monthly forecasts, in addition to developing and supporting the analysis of financial strategies to meet and exc...
Delivery Driver - Flexible Schedule
If you have previous employment experience in transportation (such as a delivery driver, driver, professional driver, driving job, truck driver, heavy and tractor-trailer driver, cdl truck driver, class a or class b driver, local truck driver, company truck driver, taxi driver, taxi chauffeur, cab d...
Membership Sales & Customer Engagement Associate
Under the general direction of the Marketing, Sales and Membership Engagement Officer, the Membership Sales & Customer Engagement Associate is responsible for driving membership and program sales at the Hart House Fitness Centre. Membership Sales & Customer Engagement Associate. This includes implem...
Business Analyst (with Financial Domain experience)
Business Analyst (with Financial domain experience). ...
Senior Financial Advisor
A Financial Advisor assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. A Financial Advisor is a professional who provides strategic advice on financial products and services, helping clients make info...
Social Media Account Manager
While our portfolio features some heavy hitters, we keep our client list small (by agency standards) so that our account managers can really dig into accounts and spend time getting to know the brand. We are an award-winning social media agency looking for a Social Media Accounts Manager to join our...
Senior Account Manager
A Senior Account Manager is the quarterback. You’ve managed client budgets upwards of $1M+ and understand the accountability and communication required for a Fortune 500 client. ...