Elevate your career as an RBC Investment and Retirement Planner, where you craft personalized investment solutions for clients in the Cowichan region. Leverage your networking skills and our internal support system to drive new sales and meet client needs.
This full time role requires creativity and motivation to assist existing and current RBC clients in achieving their financial goals. Utilize best-in-class investment products while cultivating robust relationships and external referrals through effective networking in the community. You must be mobile within Mill Bay, Duncan, and Ladysmith, BC.
Key Responsibilities: • Create custom financial planning solutions for clients • Acquire new RBC clients and consolidate assets • Connect clients with appropriate RBC team members • Develop external referral sources through networking
Requirements: • Financial Planning Designation (PFP®, QAFP™, or CFP®) • Mutual Funds License (IFIC or CSC) • Minimum 2 years in financial planning • Proven client acquisition skills • Digital savviness and mobile application proficiency
Become a key player in providing exceptional investment advice at RBC. #J-18808-Ljbffr