Financial Planner Investment And Retirement Planning

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 technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Financial Planner Investment and Retirement Planning

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?

• Develop external business referral sources through networking, marketing, and your centers of influence
• 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
• Connect clients with the right RBC team members to help continuously meet their needs
• Acquire and consolidate existing and new-to-RBC clients and assets

What do you need to succeed?

Must-have

• Minimum 2 years’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to cultivate strong partner relationships
• Mutual Funds License (IFIC or CSC)
• Financial Planning Designation (PFP or CFP)

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
• Flexible work/life balance options
• A world-class training program in financial services

About RBC

Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com

Job Summary

Address:

TORONTO, Ontario, Canada

City:

CAN-ON-TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

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 technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Manager, Finance - IS Performance Management

The Manager, Finance role of Investor Services (‘IS’) Performance Management forms a key part of the IS Finance team and will be responsible for the execution of performance management deliverables, as well as business partnering responsibilities. The position will be responsible for providing business finance advisory support for the Investor Services businesses. This includes driving key analytics and reporting, providing input, and tracking the Business Plan and Forecast while acting as a best-in-class PM team member. You will be expected to demonstrate strong collaboration with partners across Investor Services, IT, PMO, and Functions, whilst supporting an owner-operator mindset, focus on return on investment, cost transparency, partner enablement, and data-driven decision-making culture. The role will be to support month-end analysis and benchmarking activities as a liaison to cross-functional stakeholders ensuring key expense analysis and variance explanations are provided to business and finance partners.

Primary Responsibilities

• Leverage best practices to simplify and streamline processes and deliverables.
• Ensure Product Profitability reporting processes are supported and provide a meaningful view of; allocated NIE and Revenues, as well as profitability metrics, and NIE variances.
• Responsible for delivery of monthly management reporting and commentary, and formal budget updates annual detailed plan/budget, and the 5-year outlook in line with enterprise timelines.
• Ensure that key business strategies and initiatives are well understood, supported, and embedded into financial reports, including tracking of benefits versus business case targets.
• Enhance financial advice to business partners, shifting the balance from Steward / Operator to Strategist / Catalyst with a focus on cost transparency, enhanced analytics, and decision support.
• Responsible for the provision of financial advisory support to Investor Services business stakeholders to enable timely business decisions, strategic planning, forecasting, and analytics.
• Leveraging business knowledge, and experience to be a valued, strategic partner/advisor as a member of the CFO Group.
• Accountable for the delivery of monthly and quarterly performance management reporting, including key metrics, insightful commentary, while constructively challenging assumptions and escalation of issues/key trends.
• Acts as an “agent for change” and a “challenger of the status quo” in line with wider Finance transformation initiatives.

MUST HAVE

• An awareness of the Regulatory Environment, and the difference in requirements between management and legal entity reporting
• Accounting designation or equivalent degree with post qualification experience of at least 3 years
• Stakeholder management skills.
• Strong interpersonal and communication skills with the ability to foster and cultivate financial opportunities and partnerships
• Experience within Financial Services
• Experience within Business facing Finance roles

COMPETENCIES

Behavioral

• Ability to constructively challenge and provide insight into financial results to enable business to make informed decisions
• Positive mindset with the ability to formulate solutions
• Strong change management skills
• Ability to make decisions and use initiative
• Strong business acumen and financial insight
• Strong collaborator and relationship builder

Technical

• Critical thinking and problem solving techniques
• Forecasting techniques and ability to draw on insights from data analytics
• Ability to draw on and apply strategy best-practices
• Financial expertise including pricing and investment appraisal techniques
• High standard of written and verbal communication

KEY RELATIONSHIPS

• Head Office and Regional Finance Teams
• IT and Functional Partners
• IS Finance Senior Management Team
• IS Business Heads
• IS Data Management Office
• IS Finance team and the wider WM Finance Team

AUTHORITIES, IMPACT, RISK

• This position supports the key functions listed under primary responsibilities.
• Delegated responsibilities from Finance Leadership to represent Finance at Project forums and Committees as deemed appropriate

WORKING CONDITIONS

• Ability to work under sustained pressure and meet deadlines.
• Standard office environment with minimal travel
• Tight deadlines and the ability to actively manage workload is a pre-requisite of the role, expectation of some work outside of office hours to ensure deadlines are met.
• Ability to use initiative and to recommend improvements

Job Summary

Address:

TORONTO, Ontario, Canada

City:

CAN-ON-TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Office of the CFO

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-04-12

Application Deadline:

2023-04-26

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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 rbc.com/careers.