Opportunity Description
Join RBC as an Investment and Retirement Planner, specializing in creating unique financial solutions that empower clients to achieve their investment goals. This dynamic role focuses on building a vast client network through effective prospecting.
In this position, you'll foster relationships while leveraging RBC's diverse investment products to provide exceptional financial advice. You will capitalize on your networking skills to draw in new clients and maintain the satisfaction of existing ones. Collaborate with a cohesive and innovative team to further enhance your impact.
Key Responsibilities:
• Develop custom financial planning strategies for clients
• Acquire new clients while consolidating existing relationships
• Collaborate with RBC team members to support client needs
• Build business referral networks through marketing initiatives
Requirements:
• Financial Planning Designation (PFP or CFP) essential
• Mutual Funds License (IFIC or CSC) required
In this position, you'll foster relationships while leveraging RBC's diverse investment products to provide exceptional financial advice. You will capitalize on your networking skills to draw in new clients and maintain the satisfaction of existing ones. Collaborate with a cohesive and innovative team to further enhance your impact.
Key Responsibilities:
• Develop custom financial planning strategies for clients
• Acquire new clients while consolidating existing relationships
• Collaborate with RBC team members to support client needs
• Build business referral networks through marketing initiatives
Requirements:
• Financial Planning Designation (PFP or CFP) essential
• Mutual Funds License (IFIC or CSC) required
Interested in this opportunity? Apply now through Expertini.
Apply for this Position