Financial Planner, Investment Retirement Planning - Toronto West

Job description

Job Description: *This requisition is for Toronto West Area not specifically for the location listed on the posting* What is the opportunity?: As an RBC Investment and Retirement Planner, you 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 drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals. What will you do?: What do you need to succeed? - 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 centers of influence Must-have - Financial Planning Designation (QAFP, PFP® or CFP®) - Mutual Funds License (I...