Investment Planner at RBC Thompson
0000050007 Royal Bank of Canada • thompson, Canada
Role Description
Shape financial futures as an Investment Planner for RBC in Thompson, MB. Deliver tailored investment solutions to clients, backed by a robust support network and innovative technology.
As an RBC Investment and Retirement Planner, you'll leverage your financial expertise to create customized strategies for clients, whether they are new to RBC or existing customers. Your role involves proactive networking, building strong referral sources, and collaborating with team members to provide exceptional service that meets diverse client needs.
Key Responsibilities:
• Deliver personalized financial planning and investment advice
• Acquire new clients while consolidating existing assets
• Connect clients with appropriate RBC resources
• Build a network for business referrals and marketing
Requirements:
• Certified Financial Planner (PFP®, CFP®, or QAFP®) designation
• Valid Mutual Funds License (IFIC or CSC)
• At least 2 years of financial planning experience
• ...
As an RBC Investment and Retirement Planner, you'll leverage your financial expertise to create customized strategies for clients, whether they are new to RBC or existing customers. Your role involves proactive networking, building strong referral sources, and collaborating with team members to provide exceptional service that meets diverse client needs.
Key Responsibilities:
• Deliver personalized financial planning and investment advice
• Acquire new clients while consolidating existing assets
• Connect clients with appropriate RBC resources
• Build a network for business referrals and marketing
Requirements:
• Certified Financial Planner (PFP®, CFP®, or QAFP®) designation
• Valid Mutual Funds License (IFIC or CSC)
• At least 2 years of financial planning experience
• ...