Investment & Retirement Planner

Job title:

Funding & Retirement Planner

Firm

Royal Financial institution of Canada

Job description

Job AbstractJob DescriptionWhat’s the alternative?As an RBC Funding and Retirement Planner, you develop relationships with and create customized funding options for potential and present RBC purchasers. Alongside your individual prospecting and networking exercise, you might be absolutely supported by inner companions who ship consumer referrals your approach. Your creativity, motivation, and starvation to drive new funding gross sales is what pushes you to offer world-class recommendation and options that assist purchasers obtain their long-term targets. With limitless incomes potential, you’ll be able to actually create the longer term you need for your self and for the purchasers you advise.What’s going to you do?– Present tailored monetary planning recommendation and options utilizing our unparalleled array of funding and portfolio options, together with best-in-class proprietary and choose third-party mutual fund options– Purchase and consolidate present and new-to-RBC purchasers and belongings– Join purchasers with the best RBC staff members to assist repeatedly meet their wants– Develop exterior enterprise referral sources via networking, advertising and marketing, and your facilities of affectWhat do it is advisable to succeed?Should-have– Monetary Planning Designation (PFP or CFP)– Mutual Funds License (IFIC or CSC)– Minimal 2 years’ expertise in monetary planning– Confirmed networking and consumer acquisition abilities– Skill to domesticate sturdy companion relationships– Fluent in Mandarin and CantoneseWhat’s in it for you?We thrive on the problem to be our greatest, progressive pondering to continue to grow, and dealing collectively to ship trusted recommendation to assist our purchasers thrive and communities prosper. We care about one another, reaching our potential, making a distinction to our communities, and reaching success that’s mutual.Full-time RBC worker standing with limitless incomes potential and full advantagesWork with a dynamic, collaborative, progressive, and high-performing staffA world-class coaching program in monetary providersVersatile work/life steadiness choicesJob Abilities Adaptability, Enterprise Growth, Shopper Centricity, CuriosityExtra Job ParticularsDeal with: 1011 GERRARD ST E:TORONTOMetropolis: TORONTONation: CanadaWork hours/week: 37.5Employment Sort: Full timePlatform: Private and Business BankingJob Sort: CommonPay Sort: FeePosted Date: 2024-04-05Utility Deadline: 2024-04-23Inclusion and Equal Alternative EmploymentAt RBC, we embrace range and inclusion for innovation and progress. We’re dedicated to constructing inclusive groups and an equitable office for our staff to carry their true selves to work. We’re taking actions to deal with problems with inequity and systemic bias to assist our various expertise, purchasers and communities.We additionally try to offer an accessible candidate expertise for our potential staff with completely different skills. Please tell us if you happen to want any lodging throughout the recruitment course of.Be a part of our Expertise GroupKeep in-the-know about nice profession alternatives at RBC. Enroll and get personalized information on our newest jobs, profession suggestions and Recruitment occasions that matter to you.Increase your limits and create a brand new future collectively at RBC. Learn the way we use our ardour and drive to boost the well-being of our purchasers and communities at .

Anticipated wage

Location

Toronto, ON

Job date

Thu, 11 Apr 2024 04:47:15 GMT

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