Elevate your career as a Senior Investment and Retirement Planner at RBC. Develop tailored investment strategies while leveraging your client acquisition talents and robust network.
This role is dedicated to creating custom financial solutions for both new and existing clients. You'll provide unmatched investment expertise, utilizing both proprietary and select fund solutions to guide clients toward achieving their long-term goals. Networking and establishing referral sources will be essential elements of your responsibilities.
Key Responsibilities:
• Offer customized financial planning and investment strategies
• Consolidate new and existing client assets
• Facilitate connections with corresponding RBC team members
• Create external referral sources through networking efforts
Requirements:
• PFP® or CFP® designation required
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of experience in financial planning
• Proven ability to acquire clients an...