Step into a rewarding role at RBC as a Financial Planner specializing in investment and retirement planning in 100 Mile House. Provide exceptional financial advice with the support of a cooperative team.
This full time position empowers you to create personalized investment solutions while actively acquiring recent clients. By leveraging an extensive range of investment products, including proprietary funds, you'll help clients achieve their financial ambitions. Your networking skills will be crucial in building a successful client portfolio.
Key Responsibilities: • Create customized investment and financial planning solutions • Acquire and consolidate diverse client relationships at RBC • Collaborate with RBC team members for optimized client services • Generate business referrals through networking activities
Requirements: • Financial Planning Designation (PFP®, QAFP™, CFP®) • Mutual Funds License (IFIC or CSC) • 2 years minimum financial planning experience • Exceptional networking and client acquisition skills • Proficiency in mobile applications and digital tools
Join RBC and leverage your financial planning expertise to make a difference in clients' lives. #J-18808-Ljbffr