Financial Planner-Investment and Retirement Planning
RBC•Charlottetown, PE
•Onsite
About The Position
This role involves providing tailor-made financial planning advice and solutions using a wide array of investment and portfolio solutions, including proprietary and third-party mutual fund solutions. The Financial Planner will be responsible for acquiring and consolidating existing and new-to-RBC clients and assets, connecting clients with the appropriate RBC team members to meet their needs, and developing external business referral sources through networking, marketing, and centres of influence.
Requirements
- 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
Responsibilities
- 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
Benefits
- Flexible benefits
- Competitive commission structure
- Pension options
- World-class training programs
- Career development opportunities
- Flexible work schedule
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
