RBC Financial Planner Investment Specialist
0000050007 Royal Bank of Canada • st. albert, Canada
Role Description
Elevate client financial success as an RBC Investment and Retirement Planner. Craft tailored investment solutions and enjoy support from a dedicated team while networking and building client relationships.
In this full-time role, you will leverage your financial planning expertise to create custom solutions for RBC clients. With at least two years of experience in financial planning, you will utilize networking skills to acquire both new and existing clients. Your ability to connect clients with the right RBC team members will ensure their ongoing financial needs are met while delivering exceptional advice.
Key Responsibilities:
• Provide tailored financial planning advice using investment solutions
• Acquire new clients and consolidate existing assets
• Connect clients with RBC resources for ongoing support
• Develop external business referrals through networking
Requirements:
• Financial Planning Designation (PFP® or CFP®)
• Mutual Funds License (IFIC or CS...
In this full-time role, you will leverage your financial planning expertise to create custom solutions for RBC clients. With at least two years of experience in financial planning, you will utilize networking skills to acquire both new and existing clients. Your ability to connect clients with the right RBC team members will ensure their ongoing financial needs are met while delivering exceptional advice.
Key Responsibilities:
• Provide tailored financial planning advice using investment solutions
• Acquire new clients and consolidate existing assets
• Connect clients with RBC resources for ongoing support
• Develop external business referrals through networking
Requirements:
• Financial Planning Designation (PFP® or CFP®)
• Mutual Funds License (IFIC or CS...