Financial Planning Expert at RBC - Durham

Elevate your career as an Investment and Retirement Planner with RBC in Durham Region. This role emphasizes your financial planning expertise and commitment to personalized client service.
Candidates with a minimum of 2-3 years of mutual fund sales experience are encouraged to apply. As part of RBC, you'll create bespoke investment strategies, supported by an established network of internal partners. Your role will be pivotal in helping clients align their financial goals with effective investment solutions while developing long-term relationships.
Key Responsibilities:
• Deliver customized financial advice using a variety of investment solutions
• Acquire new RBC clients and consolidate existing assets
• Leverage RBC teams to meet ongoing client needs
• Network to develop external business referrals
Requirements:
• Financial Planning Designation (PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• 2+ years of financial planning experience
• Proven netwo...