Job Description & How to Apply Below
* Full-time +1
What is the opportunity?
Join RBC's unique financial planning platform in one of two expert financial planning roles:
As an RBC Financial Planner, Investment and Retirement Planning , 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. Commission + Variable Incentive.
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals.
With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise. Salaried + Variable Compensation.
What will you do?
Financial Planner, Investment and Retirement Planning
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
Provide tailor‑made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
Actively maintain and expand your portfolio of clients using value‑based relationship management practices, achieving performance targets
Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
What do you need to succeed?
Must‑have
Mutual Funds License (IFIC or CSC)
Minimum 2 years’ experience in financial planning
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.
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
Job Skills
Adaptability, Business Development, Client Centricity, Curious Mindset
Address:
MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:
MISSISSAUGA
City:
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
HUMAN RESOURCES & BMCC
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