Investment Analyst handling valuations and financial modeling for private equity agricultural investments. Collaborating with teams and managing acquisition processes in a hybrid work environment.
About the role
- Investment and Retirement Planner at RBC creating investment solutions for clients. Networking and collaborating with internal partners to help achieve long-term financial goals.
Responsibilities
- Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions
- Acquire and consolidate existing and new-to-RBC clients and assets
- Connect clients with the right RBC team members to help continuously meet their needs
- Develop external business referral sources through networking, marketing, and your centres of influence
Requirements
- Must-have Financial Planning Designation (QAFP, PFP® or CFP®)
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years’ experience in financial planning
- Proven networking and client acquisition skills
- Ability to cultivate strong partner relationships
- Digital Savviness, ability to effectively utilize mobile applications
Benefits
- A comprehensive Total Rewards Program of flexible benefits
- Competitive commission structure
- Pension options
- World-class training programs and career development opportunities
- Flexible work schedule based on client preferences and your own work/life balance
- Innovative mobile technology to ensure your success
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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