Investment Retirement Planner recruitment
Key Accountabilities
We offer an entrepreneurial culture where your personal initiative is encouraged and rewarded. You will drive investment sales and new client acquisition through the development of relationships within the community and your established and expanding network. In addition to your own prospecting activities, as an Investment and Retirement Planner, you will have the opportunity to build relationships with internal partners in order to receive warm leads.
As a mobile Investment and Retirement financial planner you will be provided with superior tools to consolidate clients’ business prior to introducing them to a relationship manager who will build deeper and lasting client relationships.
Knowledge/Experience
In order to deliver a differentiated advice experience for our clients and maintain the highest level of performance from our employees the successful candidate 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
• Demonstrated passion for putting clients first
• Ability to work independently as a self motivated entrepreneur and also as part of a high performing team.
At RBC we have a values driven culture that is based on the principles of collaborative partnership, personal performance and differentiated service. As a member of our team you will be provided with all the necessary resources for success including:
• A comprehensive training program and ongoing support as you build your business
• An extensive range of best in class proprietary and select third party mutual fund solutions
• Industry-leading financial planning and advice software
• Warm leads and referrals from internal partners
• Access to a Financial Advisory Support Team comprised of highly experienced and accredited accountants, lawyers, and other professionals
• Marketing and advertising support.
RBC is committed to providing a highly comprehensive and competitive compensation program built to reflect the principles of flexibility and choice, along with a shared accountability for success that reflects a belief in winning together.
Our Total Rewards program includes:
• Unlimited earning potential through commissions
• Bonuses tied to your sales production along with referral rewards for collaborating with RBC partners
• Flexible benefits along with our employee savings and share ownership plan
• Defined benefits or defined contribution pension option
• Learning and career growth opportunities within Canada’s largest FI
• Top performers are recognized with an invitation to our National Sales Convention held annually outside of Canada
• Best in class employee banking services.