Role Overview
Join RBC’s financial planning platform in one of two expert financial planning roles: As an RBC Financial 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.
What You Will 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.
Why It Might Be a Fit
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.
Requirements
- Financial Planning Designation (PFP®, QAFPTM or CFP®)
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years’ experience in financial planning
- Proven networking and client acquisition skills
Benefits
- Full-time RBC employee status with unlimited earning potential and full benefits
- Work with a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options
To apply for this job please visit rbc.wd3.myworkdayjobs.com.
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