Investment Specialist advising BMO customers on wealth products and investment strategies. Driving investment sales, resolving service inquiries, and ensuring regulatory compliance.
About the role
- RBC Financial Planner growing mass-affluent client portfolios through holistic financial planning. Providing investment, credit, and banking solutions while building referral networks.
Responsibilities
- Manage and grow a portfolio of mass affluent clients
- Provide ongoing comprehensive reviews of clients’ financial circumstances
- Create long-term client relationships through financial planning expertise and ongoing services
- Provide tailor-made financial planning advice using investment, credit, and everyday banking solutions
- Maintain and expand the client portfolio using value-based relationship management practices
- Achieve performance targets
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
Requirements
- Financial Planning Designation (PFP®, QAFP® or CFP®), or close to completion
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years’ experience in financial planning
- Proven networking and client acquisition skills
- Ability to develop a strong referral network
Benefits
- Full-time RBC employee status with unlimited earning potential and full benefits
- Dynamic, collaborative, progressive, and high-performing team
- World-class training program in financial services
- Flexible work/life balance options
- Base plus variable compensation
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