This position is for an Investment and Retirement Planner provides an excellent opportunity to work with clients and create their Investment and Retirement plans. The role is also meant to assist them in achieving their long-term financial objectives while at the same time providing quality service based upon their unique circumstances.
Royal Bank of Canada provides a comfortable and supportive work place with outstanding employee benefits. You can benefit from competitive salary, flexible working hours and outstanding internal resources. This will allow you to expend maximum effort on delivering quality service to your clients.
As a member of Royal Bank of Canada you’re a member of an innovative, collaborative and successful team that promotes working to your full potential. If you’re looking for a career at Royal Bank of Canada that is rewarding to your goals, you can continue to read the complete job description can be found below.
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Employer Details
Company Name : Royal Bank of Canada
Location : Toronto , Ontario, Canada
Salary : $71729 per year
Job Type : Full time
Start date : As soon as possible
Benefits : Total Rewards Program, flexible working hours(according to client), competitive compensation with flexible benefit programs, bonuses program, opportunities at career growth, an inclusive and diverse work environment.
Job Description
- The role of Investment and Retirement Planner is responsible for creating personalized investment solutions for both new and current Royal Bank of Canada customers.
- The job involves actively overlooking networks for new opportunities .
- Gets excellent referral support from other Royal Bank Canada .
- Applies innovation and inspiration to flourish in sales.
- Offers top-notch financial counseling .
Responsibilities
- Provide tailored financial planning guidance through a variety of investment and portfolio options.
- Increase the number of clients at Royal Bank of Canada by acquiring new ones and nurturing the existing ones.
- Assist customers by referring them to the right Royal Bank of Canada experts as their requirements change.
- Create referral pathways by means of networking, marketing, and significant community ties.
- Create substantial external collaborations to enable continuous business expansion.
Requirements
- Financial Planning Designation (QAFP, PFP® or CFP®)
- Mutual Funds License (IFIC or CSC)
Authorized to give mutual fund advice. - Has a minimum of two-year background in financial planning jobs.
- Shows excellent abilities in networking and getting new clients.
- Can create and keep strong alliances among teams.
- Fluent in the effective use of digital tools and mobile apps.
How to Apply ?
If you want to know more about this job, click the link below and read further. You can apply at Royal Bank of Canada from here.