Job Description
Shape the future of investment planning as a Financial Planner with RBC. Focus on crafting personalized financial strategies while being backed by extensive internal resources.
In the role of RBC Investment & Retirement Planner, you will create lasting relationships, providing bespoke investment advice to ensure clients meet their long-term financial goals. Your expertise in financial planning and ability to network will help you attract new clients and retain existing ones. With strong internal collaboration, you’ll be well-equipped to address diverse client needs.
Key Responsibilities:
• Develop tailored financial planning solutions using investment products
• Attract and retain clients by consolidating assets
• Connect clients with appropriate RBC specialists
• Generate business referrals through effective networking techniques
Requirements:
• Financial Planning Designation (PFP or CFP) is mandatory
• Must possess a Mutual Funds License (IFIC or CSC)
• ...
In the role of RBC Investment & Retirement Planner, you will create lasting relationships, providing bespoke investment advice to ensure clients meet their long-term financial goals. Your expertise in financial planning and ability to network will help you attract new clients and retain existing ones. With strong internal collaboration, you’ll be well-equipped to address diverse client needs.
Key Responsibilities:
• Develop tailored financial planning solutions using investment products
• Attract and retain clients by consolidating assets
• Connect clients with appropriate RBC specialists
• Generate business referrals through effective networking techniques
Requirements:
• Financial Planning Designation (PFP or CFP) is mandatory
• Must possess a Mutual Funds License (IFIC or CSC)
• ...