Embrace a qualified journey as an Investment and Retirement Planner at RBC in Richmond, Canada. Craft personalized investment solutions for clients and leverage solid networking skills to achieve financial goals.
At RBC, this full time role invites experienced financial planners to provide tailor-made advice using exclusive investment resources. You will need a robust understanding of mutual funds and possess solid networking capabilities. This position emphasizes building client relationships and collaborating with internal teams to meet diverse client needs.
Key Responsibilities:
• Create custom investment solutions for clients
• Acquire and consolidate clients and their assets
• Connect clients with RBC team members for support
• Network to develop business referral sources
Requirements:
• Financial Planning Designation (PFP®, QAFP™, or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience
• Proven skills in client acquisition and networking
• Familiarity with mobile applications for digital tasks
Utilize your financial expertise and client-focused approach to empower clients at RBC in Richmond.
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📌 Investment Planner At Rbc Richmond
🏢 RBC
📍 Richmond