Achieve financial success for clients as an Investment and Retirement Planner with RBC in Wasaga Beach, Canada. This role drives client acquisition and provides tailored financial advice for optimal outcomes.
As an Investment Planner, you will develop meaningful client relationships through unparalleled financial planning solutions. Collaborating with internal partners for referrals, your role will focus on delivering customized investment strategies to clients. You will leverage your networking skills as you expand your client base and enhance your portfolio of services.
Key Responsibilities:
• Offer personalized financial planning advice and investment options
• Consolidate and acquire new-to-RBC clients
• Facilitate client connections with RBC specialists
• Cultivate business referrals through strategic networking
Requirements:
• Financial Planning Designation (PFP or CFP) required
• Valid Mutual Funds License (IFIC or CSC)
• At least 2 years in financial planning experience
• Proven networking and client acquisition proficiency
• Ability to establish robust partner relationships
Shape financial futures with RBC and capitalize on your expertise to build lasting client relationships in Wasaga Beach.
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