Investment and Retirement Planner developing tailor-made financial planning and investment solutions for RBC clients. Collaborating with teams to acquire new clients and maintain existing relationships.
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 centers of influence
Requirements
Financial Planning Designation (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
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
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