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Salaberry-de-Valleyfield

    Financial Planner, Investment and Retirement Planning - Salaberry-de-Valleyfield, Canada - RBC - Royal Bank

    RBC - Royal Bank
    RBC - Royal Bank Salaberry-de-Valleyfield, Canada

    Found in: Talent CA C2 - 1 week ago

    RBC - Royal Bank background
    Full time
    Description

    Job Summary

    Job Description

    ***The candidate will be mobile for the region of the West-Island of Montreal including Valleyfield and Vaudreuil-Dorion ***

    What is the opportunity?

    As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships 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 centres of influence

    What do you need to succeed?

    Must-have

    • Financial Planning Designation (IQPF) or in the process of completion
    • 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
    • This role requires fluency in both French and English in order to serve RBC's French and English-speaking customers in this market

    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

    Additional Job Details

    Address:

    169 RUE VICTORIA:SALABERRY-DE-VALLEYFIELD

    City:

    SALABERRY-DE-VALLEYFIELD

    Country:

    Canada

    Work hours/week:

    37.5

    Employment Type:

    Full time

    Platform:

    Personal and Commercial Banking

    Job Type:

    Regular

    Pay Type:

    Salaried

    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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