Retirement and Investment Planner at RBC
R
RBC
📍 espanola, sudbury district, Canada
Job Description
Discover a rewarding career as a Retirement and Investment Planner with RBC in Blind River, Canada. This full-time role focuses on crafting individualized investment solutions and enhancing client relationships.
In this role, you will develop financial planning strategies for clients, tapping into RBC's extensive offerings. Your networking and networking skills will be pivotal in acquiring new clients, while existing ones will benefit from your expertise. Collaborating with RBC partners will ensure comprehensive support for client needs.
Key Responsibilities:
• Create custom financial planning strategies and solutions
• Acquire new clients and manage existing RBC assets
• Partner with RBC team members for holistic client support
• Network to generate business referrals and opportunities
Requirements:
• Financial Planning Designation (QAFP, PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• 2 years’ exper...
In this role, you will develop financial planning strategies for clients, tapping into RBC's extensive offerings. Your networking and networking skills will be pivotal in acquiring new clients, while existing ones will benefit from your expertise. Collaborating with RBC partners will ensure comprehensive support for client needs.
Key Responsibilities:
• Create custom financial planning strategies and solutions
• Acquire new clients and manage existing RBC assets
• Partner with RBC team members for holistic client support
• Network to generate business referrals and opportunities
Requirements:
• Financial Planning Designation (QAFP, PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• 2 years’ exper...