Financial planner, investment and retirement planning
Royal Bank of Canada (RBC)’s Personal and Commercial Banking Department based in Terrebonne, QC is inviting applications from suitable candidates for the position of Financial planner, investment and retirement planning. Royal Bank of Canada (RBC)’s Personal and Commercial Banking Department specializes in delivering tailored financial services to individuals and businesses. RBC functions in the market by leveraging advanced technology and offering personalized support to meet diverse client needs. The department aims to enhance financial wellness and streamline everyday banking. The candidates selected for the vacancy will be required to start the work as soon as possible.
Also hiring: Sales associate – retail
Job Description:
Employer Name: Royal Bank of Canada (RBC)Â
Department: Personal and Commercial Banking
Position: Financial planner, investment and retirement planning
No of Vacancies: 3
Salary: Salary is not mentioned, $20.00 – $30.00 hourly estimated salary
Employment Type: Full time
Job Category: Sales and Advisory
Location: Terrebonne, QC, Canada
Shift: 37.5 Hours/Week
Requisition ID: R-0000093372
Requirements:
Languages: Candidates must have knowledge of the English and French Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates should have a minimum of 2 years’ experience in financial planning
Physical Requirements:
- The candidates should have the ability to cultivate strong partner relationships
Other Requirements:
- The candidates should have a Financial Planning Designation (IPF) or be in the process of completing it
- The candidates should have proven networking and client acquisition skills and a Mutual Funds License (IFIC or CSC)
- The candidates should be fluent in French to serve RBC’s French-speaking customers in this market
Responsibilities:
- The candidates should be able to provide tailor-made financial planning advice and solutions using an unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
- The candidates should be able to acquire and consolidate existing and new-to-RBC clients
- The candidates should be able to connect clients with the right RBC team members to help continuously meet their
- The candidates should be able to develop external business referral sources through networking, marketing, and their centers of influence
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!