Royal Bank of Canada offers a position as an Investment and Retirement Planner that is designed to provide personal investment and retirement planning solutions to our clients using an advisory approach. This role will provide you with the ability to utilize your planning skills through face to face interactions with clients, as well as through proactive marketing to help clients achieve long-term financial goals.
At Royal Bank of Canada, This is a welcoming and working environment that supports employee growth and development, encourages curiosity and teamwork, and helps others in achieving their goals. Employees can grow automatically in their fieldings.
Royal Bank of Canada is an internationally recognized company in the Financial Services Industry. Here people come and grow themselves and build their career respectively. So for more about this, read the below information.
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Employer Details
Company Name : Royal Bank of Canada
Location : RICHMOND, British Columbia, Canada
Salary : $77672 per year
Job Type : Full-Time
Start Date : As soon as possible
Benefits : An extensive all-in-one compensation package, customizable benefits such as a multitude of commissions and retirement options, top-tier learning and growth opportunities, dynamic teams that work together as a cohesive unit, the ability to create a customized work schedule, along with an array of creative technology-based solutions etc.
Job Description
- The Investment and Retirement Planner must develop personalized financing solutions that align with customers’ individual banking investments and retirement strategies.
- This role will involve providing advice to both existing and potential clients and developing a network of external sources to generate new business.
- Investment and Retirement Planners have multiple responsibilities, including developing relationships with internal and external referral sources, supporting customers in achieving their financial goals, and utilising innovative technology, mobile apps, and the latest tools to enhance their client experience and increase productivity.
- Investment and Retirement Planners have full-time positions with opportunities for flexible scheduling and commissions based on performance.
Responsibilities
- Should have financial planning and solutions.
- Connect clients to appropriate internal resources to provide solutions for their constantly changing needs.
- Grow new external referral sources with the help of marketing.
- Know about establishing key relationships.
Requirements
- A recognized financial planning designation such as QAFP, PFP®, or CFP®.
- Valid mutual funds licensing, including IFIC or CSC credentials.
- Should have a minimum of 2 years experience in Financial Planning.
- Should have proper knowledge on communication skills.
- Should have the ability to use mobile applications for working.
- Should have knowledge on Mandarin/Cantonese language skills.
- Can cultivate strong partner relationships.
How to Apply ?
Interested and eligible candidates can apply in this link given below