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    Financial Planner, Investment and Retirement Planning - Yorkton, Canada - Royal Bank of Canada>

    Royal Bank of Canada>
    Royal Bank of Canada> Yorkton, Canada

    2 weeks ago

    Royal Bank of Canada background
    Description

    Job Summary


    As an RBC Investment and Retirement Planner in the Yorkton, SK Market, you create custom investment solutions for prospective and existing RBC clients. 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?


    1. 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
    2. Acquire and consolidate existing and new-to-RBC clients and assets
    3. Connect clients with the right RBC team members to help continuously meet their needs
    4. 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 a second language 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. 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


    Adaptability, Business Development, Client Centricity, Curiosity

    Additional Job Details


    Address: 78 BROADWAY ST E:YORKTON

    City: YORKTON

    Country: Canada

    Work hours/week: 37.5

    Employment Type: Full time

    Platform: Personal and Commercial Banking

    Job Type: Regular

    Pay Type: Commission

    Posted Date:

    Application Deadline:


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