Elevate your financial advisory career as an Investment and Retirement Planner with RBC in Richmond, Canada. Create personalized investment solutions while leveraging internal supports and client referrals.
RBC is seeking a skilled Investment Planner committed to delivering tailor-made financial planning advice. You will utilize a wide array of investment solutions, acquiring and consolidating recent-to-RBC clients. In addition, you will nurture relationships and develop business referrals through networking and marketing initiatives.
Key Responsibilities: - Provide custom financial planning advice using diverse investment options - Acquire recent clients and consolidate assets within RBC - Connect clients with appropriate RBC team members for ongoing needs - Develop networking relationships and external business referrals
Requirements: - Financial Planning Designation (PFP®, QAFP™ or CFP®) - Mutual Funds License (IFIC or CSC) - Minimum of 2 years’ financial planning experience - Proven networking and client acquisition skills - Digital savviness and mobile application proficiency
Drive investment success and client satisfaction as part of RBC's agile team in Richmond.#J-18808-Ljbffr

📌 Investment Planner At Rbc Richmond Winnipeg
🏢 RBC
📍 Winnipeg