Job Title

Financial Planner, Investment and Retirement Planning Join to apply for the Financial Planner, Investment and Retirement Planning role at RBC. Opportunity As an RBC Investment and Retirement Planner, you 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 drive for new investment sales will enable you to provide worldclass advice and solutions that help clients achieve their longterm financial goals. This role is for current and upcoming opportunities in Central and South Vancouver Island. Responsibilities Provide tailormade financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including bestinclass proprietary and select thirdparty mutual fund solutions. Acquire and consolidate existing and newtoRBC 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. Qualifications Financial Planning Designation (PFP, QAFP 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. Benefits A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options. Worldclass training programs and career development opportunities. The advantage of working with a dynamic, collaborative, and highperforming team where initiative and hard work are recognized and rewarded. A flexible work schedule based on client preferences and your own work/life balance. Innovative mobile technology to ensure your success. Location 2464 Beacon Ave, Sidney, Canada. Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. #J-18808-Ljbffr