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    Financial Planner, Investment and Retirement Planning - Montreal, Canada - 0000050007 Royal Bank of Canada

    0000050007 Royal Bank of Canada
    0000050007 Royal Bank of Canada Montreal, Canada

    4 weeks ago

    Default job background
    Full time
    Description

    Job Description

    The candidate should be fluent in Mandarin and/or Cantonese.

    What This Role Offers: As an RBC Financial Planner specializing in Investment and Retirement Planning, you'll build relationships and provide tailored investment solutions to both potential and existing RBC clients. Supported by internal partners who refer clients to you, your drive and creativity will lead you to offer top-notch advice and solutions that enable clients to reach their long-term goals. With endless opportunities to grow, you have the potential to shape your own future and that of your clients.

    Responsibilities:
    - Offer personalized financial planning advice using a wide range of investment solutions
    - Grow your client base and assets under management
    - Connect clients with appropriate RBC team members to fulfill their needs
    - Establish external referral sources through networking and marketing efforts
    - Proficiency in French and English is essential for serving RBC's diverse customer base.
    Requirements:
    - Financial Planning Designation (IPF) or in progress
    - Mutual Funds License (IFIC or CSC)
    - Minimum of 2 years' experience in financial planning
    - Strong networking and client acquisition abilities
    - Capacity to develop solid partner relationships
    Benefits:
    Join a forward-thinking team that is dedicated to providing trusted advice and fostering the success of clients and communities alike.
    - Network and build relationships with students from varied backgrounds
    - Engage in engaging events and challenges to enhance your career development
    - Receive mentorship and learning opportunities from supportive leaders
    - Collaborate with a dynamic and high-performing team
    - Make a meaningful impact and enjoy a flexible work environment.
    Job Skills Additional Job Details

    Address:

    350 RUE SAINTE CATHERINE O:MONTRÉAL

    City:

    MONTRÉAL

    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:

    Diversity and Equal Opportunity Employment

    At RBC, we value diversity and inclusion to drive innovation and growth. Our goal is to create a workplace where every employee can thrive and contribute authentically. We are actively working to address issues of bias and inequity to support our diverse workforce, clients, and communities.

    We are committed to providing an inclusive recruitment experience for candidates with different abilities. If you require any accommodations during the hiring process, please inform us.

    Join our Talent Community

    Stay informed about exciting career opportunities at RBC. Register to receive personalized updates on our latest job openings, career advice, and relevant recruitment events.

    Join us at RBC to push boundaries and craft a better future for our clients and communities. Learn more about our dedication to enhancing well-being at

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