Job Description
Be a part of RBC as an Investment and Retirement Planner, providing tailored financial solutions to clients. This role combines personal networking with extensive internal support for client referrals.
As a Financial Planner at RBC, you will design custom investment strategies that align with each client's objectives. Your experience in networking and client retention will be essential for cultivating lasting relationships, ensuring that RBC clients receive unmatched service and expert advice.
Key Responsibilities:
• Deliver personalized financial planning and investment advice
• Grow client base by acquiring new and existing RBC customers
• Leverage internal RBC teams for client solutions
• Establish and nurture external business networks
Requirements:
• Valid Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum of 2 years in financial planning
• Proven...
As a Financial Planner at RBC, you will design custom investment strategies that align with each client's objectives. Your experience in networking and client retention will be essential for cultivating lasting relationships, ensuring that RBC clients receive unmatched service and expert advice.
Key Responsibilities:
• Deliver personalized financial planning and investment advice
• Grow client base by acquiring new and existing RBC customers
• Leverage internal RBC teams for client solutions
• Establish and nurture external business networks
Requirements:
• Valid Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum of 2 years in financial planning
• Proven...