Recruiting Manager expanding client base and new business opportunities for finance and accounting services. Recruiting and placing finance and accounting professionals while providing outstanding service to clients and candidates.
About the role
- RBC Investment and Retirement Planner developing and implementing custom investment solutions. Required to have Financial Planning Designation and at least 2 years of experience.
Responsibilities
- Develop relationships with and create custom investment solutions for prospective and existing RBC clients
- 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 (PFP®, QAFP™ or CFP®) or close to completing
- 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
- Punjabi language skills (fluent) considered an asset
Benefits
- Full-time RBC employee status with unlimited earning potential and full benefits
- Work with a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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