0000050007 Royal Bank of Canada
Investment and Retirement Planner at RBC
Job Description
Join RBC as an Investment and Retirement Planner, providing customized financial solutions to clients. Utilize strong networking skills and innovative technology to enhance client offerings and drive success.
As a full-time RBC planner, you will create personalized investment strategies while acquiring new clients and consolidating existing portfolios. Your experience in financial planning will empower you to deliver impactful advice. Collaborating with a high-performing team, you will build relationships and leverage digital tools to support clients' financial objectives.
Key Responsibilities:
• Deliver customized financial advice and investment solutions
• Acquire new clients and manage existing investments
• Connect clients with tailored RBC resources
• Build referral sources through strategic networking
Requirements:
• Financial Planning Designation (PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• At least 2 years in financial planning
• Proven...
As a full-time RBC planner, you will create personalized investment strategies while acquiring new clients and consolidating existing portfolios. Your experience in financial planning will empower you to deliver impactful advice. Collaborating with a high-performing team, you will build relationships and leverage digital tools to support clients' financial objectives.
Key Responsibilities:
• Deliver customized financial advice and investment solutions
• Acquire new clients and manage existing investments
• Connect clients with tailored RBC resources
• Build referral sources through strategic networking
Requirements:
• Financial Planning Designation (PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• At least 2 years in financial planning
• Proven...