- 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 centers of influence
- 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
- Fluent in Cantonese
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Royal Bank of Canada> Vaughan, Canada· Job Summary · 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 s ...
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RBC - Royal Bank Vaughan, ON, Canada Full timeAs 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 referr ...
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Royal Bank of Canada> Vaughan, ON, Canada Full timeAs 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 referr ...
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Royal Bank of Canada Vaughan, Canada OTHERJob 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 par ...
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0000050007 Royal Bank of Canada Toronto, Canada Full timeJob Description · 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 ...
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Royal Bank of Canada TORONTO, Canada Full timeJob 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 par ...
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Royal Bank of Canada> Toronto, CanadaJob Summary · Job Description · 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 ...
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anadianhindu Mississauga, ON, CanadaCanada Hindu Network · Posted 03/13/2021 inCategory 1 Print Financial Advisor · Experior Financial Group 730 Gana Ct, Mississauga, ON L5S 1P1, Canada Start Date03/16/2021 Full-Time Contact This Member This opportunity is for someone looking for either a part-time or a full-time ...
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Scotiabank Toronto, ON, CanadaPress Tab to Move to Skip to Content Link · Bilingual Financial Planner (Portuguese/English)- Toronto, ON (Bloorcourt Village Branch) · As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's ...
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Royal Bank of Canada Toronto, ON, Canada*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 par ...
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0000050007 Royal Bank of Canada Mississauga, Canada· Job Description · 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 suppo ...
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Royal Bank of Canada> Old Toronto, Canada· Job Summary · 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 cl ...
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Comtech Group Inc. Richmond Hill, Canada Full timeEducation: Bachelor's degree · Experience: 5 years or more · Green job · Involves duties and responsibilities that lead to positive environmental outcomes · Health benefits · Dental plan · Disability benefits · Health care plan · Vision care benefits · Financial benefits · Gratui ...
Financial Planner, Investment and Retirement Planning - Richmond Hill, Canada - Royal Bank of Canada>
Description
Job Summary
As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. 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?
What do you need to succeed?
Must-have:
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
Additional Job Details:
Address: 330 HWY 7:RICHMOND HILL
City: RICHMOND HILL
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:
Inclusion 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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