The Investment and Retirement Planner role delivers personalized investment and retirement solutions to prospective and existing clients. The role is a combination of client relationship management, advisory expertise and business development. It also leverages strong internal referral partnerships.
As one of the five largest banks in Canada, Royal Bank of Canada is considered to be a leader in the Canadian Financial Services Industry. It is dedicated to providing a supportive work environment that allows all employees to thrive.
Become an Investment and Retirement Planner with Royal Bank of Canada and make a positive impact in the local community. For building a career in Royal Bank of Canada check the information below.
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Employer Details
Company Name : Royal Bank of Canada
Location : Toronto, Ontario, Canada
Salary : $99557 per year
Job Type : Full-Time
Start Date : As soon as possible
Benefits : Competitive Commission Structures, immediate Pension Options, world-class training, career development opportunities, an exciting dynamic, collaborative high performing Team, Flexible Work Schedule, allowing Work-Life Balance, innovative Mobile Technology, extensive all-in-one compensation package etc.
Job Description
- The Investment and Retirement Planner position is dedicated to providing a personalized approach to delivering investment and retirement resources to Personal Banking Clients.
- The Investment and Retirement Planner is responsible for developing and maintaining successful client relationships through advice-based planning and through referrals.
- The Planner will work closely with both internal business partners and external networks to create a smooth and seamless experience for the client.
- The use of new technology in both digital and mobile channels, will help to increase productivity and client engagement.
- The Investment and Retirement Planner is a Full-Time, Commission Only Role or Minimum 37.5 hours per week.
- The Planner will be a member of a collaborative, high-performing team and will work to create a schedule that is flexible and aligns with the client’s needs.
Responsibilities
- Create tailored investment solutions and financial plans for our clients.
- Increase and unify existing and new client’s relationships/asset bases.
- Establish an internal point of contact/partner who can assist with client needs as they evolve.
- Develop/build external referral methods through networking, marketing and key relationships.
Requirements
- A Recognized financial planning designation such as QAFP, PFP®, or CFP®.
- Valid mutual funds licensing, including IFIC or CSC credentials.
- Minimum of 2 years of working experience in Financial Planning.
- Well-developed networking and client acquisition skill sets.
- Effective partnership relationship-building, and maintaining skills.
- Competency and comfort with digital technology, including the use of mobile applications.
- Should have proper communication skills.
How to Apply ?
So click the link below to learn more about the position and apply at this amazing company and build a successful career for yourself.