Drive your career forward as an Investment and Retirement Advisor with RBC in Prince George, Canada. Offer bespoke financial solutions to foster long-term client success.
In this full-time role, you will utilize your financial planning designation to offer tailored advice and consolidate client investments. Supported by a team of internal partners, your networking and marketing efforts will help you acquire new clients and forge solid relationships. Daily responsibilities include connecting clients with the appropriate RBC resources to meet evolving needs.
Key Responsibilities:
• Provide tailored investment advice and strategic solutions
• Acquire and manage new and existing client assets
• Collaborate with RBC partners to enhance services
• Develop business referrals through networking efforts
Requirements:
• Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience
• Strong client acquisition and networking skills
• Proficiency in digital technologies and mobile applications
Deliver tailored financial planning and investment insights as an RBC Advisor in Prince George.
#J-18808-Ljbffr

📌 RBC Investment and Retirement Advisor (Prince George)
🏢 RBC
📍 Prince George