Job Summary
Job Description
We are looking for two (2) mobile candidates for the West Island of Montreal
What is the opportunity?
As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships 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.
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 (IPF) or in the process of completion
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
The successful candidate requires fluency in French and English in order to serve our clients in the community with English speaking needs.
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.
Full-time RBC employee status with unlimited earning potential and full benefits
Work with a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services
Flexible work / life balance options
Job Skills
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