Investment Planner at RBC, New Westminster
RBC • new westminster, Canada
Role Description
Explore a rewarding career as an Investment Planner with RBC in New Westminster. Use your expertise to create tailored investment solutions for both new and existing clients.
As an Investment and Retirement Planner at RBC, you’ll focus on developing custom financial plans utilizing our best-in-class mutual funds and investment products. This role requires a proactive approach to acquire clients, foster strong partner relationships, and connect with the RBC team to support client needs. Expect a dynamic atmosphere focused on growth and mutual success.
Key Responsibilities:
• Provide tailored financial planning and investment solutions
• Acquire and consolidate client relationships effectively
• Connect with RBC team members to meet client needs
• Develop networking and referral sources for new business
Requirements:
• Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience<...
As an Investment and Retirement Planner at RBC, you’ll focus on developing custom financial plans utilizing our best-in-class mutual funds and investment products. This role requires a proactive approach to acquire clients, foster strong partner relationships, and connect with the RBC team to support client needs. Expect a dynamic atmosphere focused on growth and mutual success.
Key Responsibilities:
• Provide tailored financial planning and investment solutions
• Acquire and consolidate client relationships effectively
• Connect with RBC team members to meet client needs
• Develop networking and referral sources for new business
Requirements:
• Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience<...