Working as an Investment and Retirement Planner at RBC means that you will be designing personalized investment plans for not only the new clients but also the existing ones, and this will be done with the assistance straight from the internal partners who refer customers to you.
RBC has a very diverse and supportive work atmosphere with a very good team spirit that is based on collaboration and high performance. The company also gives you the flexibility and support that you need for your professional development and to provide the best service possible.
Are you a person that has positive drive, a creative mind, and a sincere intention to steer clients to their financial dreams? Then the opportunity to do so while being in a modern environment is what you should look for, so consider this chance and check the job ad below.
Also hiring: Product operations educator
Employer details:
Company : Royal Bank of Canada
Location : Vancouver, British Columbia, Canada
Salary : $80021 per year
Job type : Full-time
Start Date : As soon as possible
Benefits: flexible benefits plus a competitive commission structure, pension plan options, cutting-edge training and career growth, vibrant and cooperative team with high performance, acknowledgment of creativity and effort, shift flexibility for work-life balance, and technology that is mobile and innovative to support success.
Job Description
- The professional essentially draws up tailored financial blueprints and investment strategies using extensive portfolio options to meet clients’ needs.
- The job is made more enjoyable by a cooperative atmosphere along with excellent training, personal growth, and the latest mobile equipment.
- The duties involve getting and uniting funds from the current clients and those that are just starting to work with the company.
- The staff person will be in constant communication with RBC co-workers in order to give clients comprehensive support as their financial needs change.
- The company’s increase in sales will come from the activities of networking, advertising, and creating relationships that lead to referrals.
- The job will be in the vicinity of the South Vancouver area, working full-time at 489 Southwest Marine Dr with a standard work week of 37.5 hours.
Responsibilities
- Offer personalized financial planning advice using a broad range of investment and portfolio solutions.
- Acquire and consolidate assets from both new and existing RBC clients.
- Connect clients to the appropriate RBC specialists to support their ongoing financial needs.
Requirements
- Mutual Funds license (IFIC or CSC).
- At least 2 years of financial planning experience.
- Strong networking and client acquisition abilities.
- Ability to build effective partnerships.
- Digital proficiency with mobile tools and applications.
How to apply?
Click the link here to enquire about this post and apply at Royal Bank of Canada.