Financial Planner, Investment and Retirement Planning

Royal Bank of Canada situated in 351 AV LAURIER O:MONTRÉAL is seeking applications for the job position of Financial Planner, Investment and Retirement Planning who are enthusiastic and possess excellent interpersonal skills. The selected applicant must join and assume their responsibilities at the earliest. The employer is offering a full-time position.

Employer Name: Royal Bank of Canada
Position: Financial Planner, Investment and Retirement Planning
Salary: $65,000 – $83,000 CAD per year
Work hours/week: 37.5
Employment type: Full-time
Location: 351 AV LAURIER O:MONTRÉAL

Also hiring: Cleaner, heavy duty

Job Description

  • The candidate will be required to deliver tailor-made financial planning advice and solutions using our wide range of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions.
  • The candidate must acquire and consolidate existing and new-to-RBC clients and assets.
  • The candidate must ensure clients are connected with RBC team members who can continuously meet their needs.
  • The candidate must develop external business referral sources through networking, marketing, and their centres of influence.

Job Requirements

  • The candidate must hold a Financial Planning Designation (IPF) or be in the process of completion.
  • The candidate must hold a Mutual Funds License (IFIC or CSC).
  • The candidate must possess a minimum of 2 years’ experience in financial planning.
  • The candidate should have strong networking abilities and client acquisition skills.
  • The candidate must be able to establish strong partner relationships.
  • The candidate will be required to communicate fluently in both English and French.

Benefits

  • The candidate will receive full-time employment status along with unlimited earning potential and full benefits.
  • The candidate will be part of a dynamic, collaborative, progressive, and high-performing team.
  • The candidate must enjoy flexible work/life balance options.
  • The candidate will be provided with a world-class training program in financial services.

Job Skills

  • The candidate must be adaptable and able to adjust to changing situations.
  • The candidate must have skills in developing new business opportunities.
  • The candidate must have a client-focused approach in all interactions.
  • The candidate must have a curious mindset and be eager to learn.

How to Apply

Kindly use the given options to submit your application, if you are interested.

Online

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