Financial Planner, Investment 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 Retirement Planning

• This is an opportunity for candidates to express their interest in current and future Investment and Retirement Planner positions across our Kawartha Lakes communities. We are currently looking for individuals who have a minimum of 2-3 years of licensed mutual fund sales experience, as well as hold their Financial Planning designation (CFP or PFP) or are close to completion. Qualified applicants will be contacted to review their resume in more detail.

The successful candidate must be mobile across the Kawartha Lakes region.

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?

• 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
• Develop external business referral sources through networking, marketing, and your centres of influence
• Acquire and consolidate existing and new-to-RBC clients and assets

What do you need to succeed?

Must-have

• Ability to cultivate strong partner relationships
• Mutual Funds License (IFIC or CSC)
• Digital Savviness, ability to effectively utilize mobile applications
• Minimum 2 years’ experience in financial planning
• Financial Planning Designation (PFP® or CFP®)
• Proven networking and client acquisition skills

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.

• The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
• A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
• Innovative mobile technology to ensure your success
• A flexible work schedule based on client preferences and your own work/life balance
• World-class training programs and career development opportunities

Job Summary

Address:

KAWARTHA LAKES, Ontario, Canada

City:

CAN-ON-KAWARTHA LAKES

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2023-05-10

Application Deadline:

2023-06-07

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 rbc.com/careers.