Embrace a rewarding career as an RBC Investment and Retirement Planner in Cobourg, Canada. This full time role centers on creating customized investment solutions and leveraging solid networking strategies.
In this role, you will engage actively in client prospecting, working with internal partners to provide exceptional financial planning advice. Your expertise in investment solutions will drive current sales and help clients reach their financial goals. Collaboration with RBC teams ensures that clients receive top-tier support and service.
Key Responsibilities:
• Provide tailored investment solutions for clients
• Acquire and build relationships with new and existing clients
• Collaborate with RBC teams to meet client needs
• Develop external referral networks through marketing efforts
Requirements:
• Financial Planning Designation (PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience in financial planning
• Proven networking and client acquisition skills
• Strong digital savviness and mobile app usage
Utilize your expertise in networking and financial planning to support clients in achieving their long-term financial goals at RBC.
J-18808-Ljbffr
📌 Investment And Retirement Planner At Rbc Ontario
🏢 RBC
📍 Ontario
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.