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RBC: Financial planner, investment and retirement planning


This is a Full-time position in Ottawa, ON posted March 19, 2020.

*We are currently looking for individuals who have knowledge and/or fluent in the following languages: Cantonese and/or Mandarin, French/EnglishWhat 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?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 solutionsAcquire and consolidate existing and new-to-RBC clients and assetsConnect clients with the right RBC team members to help continuously meet their needsDevelop external business referral sources through networking, marketing, and your centres of influenceWhat do you need to succeed?Must-haveFinancial Planning Designation (PFP or CFP)Mutual Funds License (IFIC or CSC)Minimum 2 years’ experience in financial planningProven networking and client acquisition skillsAbility to cultivate strong partner relationshipsBilingual (French/English)Is this career right for you?

Check out our video and decide for yourself!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 benefitsWork with a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible work/life balance optionsJoin our Talent CommunityStay 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 JOB SUMMARYCity: OttawaAddress: 1925 Ogilvie RoadWork Hours/Week: 37.50Work Environment: Branch and Home OfficeEmployment Type: PermanentCareer Level: Experienced Hire/ProfessionalPay Type: Commissioned SalesRequired Travel (%): 51-75Exempt/Non-Exempt: N/APeople Manager: NoApplication Deadline: 04/01/2020Platform: Personal & Commercial BankingReq ID: 229558Ad Code(s):