- 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
- 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
- Digital Savviness, ability to effectively utilize mobile applications
- 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
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Investment & Retirement Planner
1 week ago
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0000050007 Royal Bank of Canada Mississauga, Canada Full timeJob 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 partners who send ...
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RBC - Royal Bank Mississauga, Canada Full timeJob Summary · Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l'immobilier, ainsi que l'établissement de plans financiers pour les particuliers et les entreprises. S'appuyer ...
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0000050007 Royal Bank of Canada Mississauga, 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 Burlington, 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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Sun Life Financial Toronto, ON, Canada Full timeApply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id JR You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with yo ...
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0000050007 Royal Bank of Canada Vaughan, 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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Insight Global Toronto, ON, CanadaJob Description Insight Global is looking for a Financial Consultant to join one of our major banking clients for an 8 month contract. The Senior Consultant, Finance is responsible for providing leadership on financial information and processes for Technology business partners. T ...
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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 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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0000050007 Royal Bank of Canada Markham, 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> Vaughan, 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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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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Irp Associate
1 week ago
Royal Bank of Canada Mississauga, Canada**Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...
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Resource Planner Associate Co-op
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Aecon Group Mississauga, Canada**Build Your Career at Aecon** · Aecon is proud to build some of the most impactful infrastructure projects of this generation. From the roads and transit systems that connect our communities, to the communication networks that link us from coast-to-coast, and the water infrastru ...
Financial Planner, Investment Retirement Planner - Mississauga, Canada - Royal Bank of Canada>
Description
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 partners who send client referrals your way. 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?
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.
*Please note this posting is for future opportunities in the Mississauga Market and may not be specific to 1240 Eglinton Ave.*
Job Skills
Adaptability, Business Development, Client Centricity, CuriosityAdditional Job Details
Address:
1240 EGLINTON AVE W:MISSISSAUGACity:
MISSISSAUGACountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Personal and Commercial BankingJob Type:
RegularPay Type:
CommissionPosted 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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