Job Description
Overview
What is the opportunity?
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. You will engage in prospecting and networking while receiving support from internal partners who send referrals to you. Your creativity, motivation, and sales drive will enable you to provide world‑class advice and solutions that help clients achieve their long‑term financial goals.
Responsibilities
- Provide tailor‑made financial planning advice and solutions using RBC's investment and portfolio solutions, including proprietary and 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 continuously meet their needs.
- Develop external business referral sources through networking, marketing, and building centres of influence.