Financial Planner, Investment and Retirement Planning
RBC
Kingston, Ontario, Canada
5d ago

This is an opportunity for candidates to express their interest in future Investment and Retirement Planner positions within Kingston & surrounding area.

We are currently looking for individuals who have a minimum of 2-3 years of licensed mutual fund sales experience, as well as hold their Financial Planning designation (CFP or PFP) or are close to completion.

Qualified applicants will be contacted to review their resume in more detail.

What is the opportunity?

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.

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
  • Is this career right for you? Check out our video and decide for yourself!

    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
  • FPIRPFY

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    City : Kingston

    Address : 65 Princess Street

    Work Hours / Week : 37.50

    Work Environment : Branch and Home Office

    Employment Type : Permanent

    Career Level : Experienced Hire / Professional

    Pay Type : Commissioned Sales

    Required Travel (%) : 51-75

    Exempt / Non-Exempt : N / A

    People Manager : No

    Application Deadline : 07 / 12 / 2020

    Platform : Personal & Commercial Banking

    Ad Code(s) :

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