Financial Planner, Investment and Retirement Planning Job in Whitby for RBC - Royal Bank | Jobs.ca
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Financial Planner, Investment and Retirement Planning

November 26 2021
Industries Bank, Insurance, Financial services
Categories Accounting, Finance, Actuarial Services, Bank, Insurance, Financial Services, Compensation -Benefits, Financing, Investment, Merger & Acquisition, HR, Training, Project Management, Business Analysis
Whitby, ON • Remote

**This is an opportunity for candidates to express their interest in current and future Investment and Retirement Planner positions across our Durham Communities. Includes locations such as; Whitby, Oshawa, Port Perry. We are currently looking for individuals who have a minimum of 2-3 years of licensed mutual fund sales experience, as well as hold their Financial Planning designation (CFP or PFP) or are close to completion. Qualified applicants will be contacted to review their resume in more detail.

What is the opportunity?

As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.

What will you do?

  • Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
  • Acquire and consolidate existing and new-to-RBC clients and assets
  • Connect clients with the right RBC team members to help continuously meet their needs
  • Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?

Must-have

  • Financial Planning Designation (PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years’ experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to cultivate strong partner relationships

Is this career right for you? Check out our video and decide for yourself!

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services
  • Flexible work/life balance options

At RBC, the health and wellbeing of our employees and candidates is always our top priority.

Recruitment Process
COVID-19 has accelerated change across our workplace, including our hiring practices! As a result, throughout your application process, you may be asked to connect with us virtually, and may not be required to meet in-person. Our recruiters will explain how our video-interview technology will be used throughout the recruitment process, and will be on hand to answer any questions you might have.

Workplace Flexibility
You will be given the opportunity to work from home, if you can be fully productive, and role requirements including regulatory obligations can be satisfied. We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.

Health & Safety
For employees that may be required to work from our premises, we’re doing our part to safeguard your health, and taking extra steps to reduce the spread of COVID-19. All RBC premises will allow for required physical distancing requirements, and new routines and resources such as hand sanitizer, antiseptic wipes, masks, or other protective equipment.

RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same. Reasonable accommodation is available where required by law.

RBC exige, à titre de condition d’emploi, que tous les candidats retenus aux États-Unis ou au Canada soient entièrement vaccinés contre la COVID-19 avant leur date d’entrée en fonction. Il est possible qu’ils aient à présenter une preuve vaccinale. Des mesures raisonnables d’adaptation sont offertes lorsque la loi l’exige


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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

JOB SUMMARY
City: Whitby
Address: TBD
Work Hours/Week: 37.50
Work Environment: Branch and Home Office
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Commissioned Sales
Required Travel (%): 51-75
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 02/28/2022
Req ID: 421463

Platform: Personal & Commercial Banking
Ad Code(s):

Apply now!