Found Description
Transform clients' financial futures as an RBC Investment and Retirement Planner. Deliver tailored investment solutions backed by expert referrals and a powerful support network.
As an RBC Investment and Retirement Planner, you will create personalized financial strategies for both new and existing clients. With your financial planning designation and minimum two years of experience, you will use innovative solutions to drive investment sales. Your role involves building a robust referral network and maintaining strong partnerships, ensuring clients receive world-class service.
Key Responsibilities:
• Provide customized financial planning advice and solutions
• Acquire new clients and consolidate existing RBC assets
• Connect clients to appropriate RBC team members
• Develop referral sources through networking and marketing
Requirements:
• Financial Planning Designation (QAFP, PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience...
As an RBC Investment and Retirement Planner, you will create personalized financial strategies for both new and existing clients. With your financial planning designation and minimum two years of experience, you will use innovative solutions to drive investment sales. Your role involves building a robust referral network and maintaining strong partnerships, ensuring clients receive world-class service.
Key Responsibilities:
• Provide customized financial planning advice and solutions
• Acquire new clients and consolidate existing RBC assets
• Connect clients to appropriate RBC team members
• Develop referral sources through networking and marketing
Requirements:
• Financial Planning Designation (QAFP, PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience...
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Submit your application for Investment and Retirement Planner at RBC at RBC
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