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Financial planner investment & retirement planning

RBC

This is a Part-time position in Milton, ON posted November 8, 2019.

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Milton Market.

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?

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 solutionsAcquire and consolidate existing and new-to-RBC clients and assetsConnect clients with the right RBC team members to help continuously meet their needsDevelop 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 planningProven networking and client acquisition skillsAbility to cultivate strong partner relationshipsDigital Savviness, ability to effectively utilize mobile applicationsFluent in English, Hindi and Urdu is preferredFluent in English, Cantonese and Mandarin is preferred 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.

A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension optionsWorld-class training programs and career development opportunitiesThe advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewardedA flexible work schedule based on client preferences and your own work/life balanceInnovative mobile technology to ensure your success About RBC Royal Bank of Canada is Canadas largest bank, and one of the largest banks in the world, based on market capitalization.

We are one of North Americas leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis.

We have over 80,000 full and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S.

and 37 other countries.

For more information, please visit rbc.com.

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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 Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion.

We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.

Disability-related accommodations during the application process are available upon request.

JOB SUMMARY City: Milton Address: 55 Ontario St S Work Hours/Week: 37.50 Work Environment: Office Employment Type: Permanent Career Level: Experienced Hire/Professional Pay Type: N/A Required Travel (%): 51-75 Exempt/Non-Exempt: N/A People Manager: No Application Deadline: 10/10/2019 Req ID: 170129 Posting Notes: