Job Summary Job Description What is the opportunity? 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
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Financial Planning Designation (PFP® or CFP®)
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Mutual Funds License (IFIC or CSC)
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Minimum 2 years' experience in financial planning
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Proven networking and client acquisition skills
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Ability to cultivate strong partner relationships
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Digital Savviness, ability to effectively utilize mobile applications
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A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
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World-class training programs and career development opportunities
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The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
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A flexible work schedule based on client preferences and your own work/life balance
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Innovative mobile technology to ensure your success
Additional Job Details
Royal Bank of Canada