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    Investment & Retirement Planner - Toronto, Canada - RBC - Royal Bank

    RBC - Royal Bank
    RBC - Royal Bank Toronto, Canada

    Found in: beBee S2 CA - 2 weeks ago

    RBC - Royal Bank background
    Full time
    Description

    Job 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 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 centers 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

    Fluent in Mandarin and Cantonese

    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

    Adaptability, Business Development, Client Centricity, Curiosity

    Additional Job Details

    Address:

    1011 GERRARD ST E:TORONTO

    City:

    TORONTO

    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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    Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at

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