Elevate your financial advising career with RBC as a Senior Investment and Retirement Planner in Winnipeg. This role focuses on developing personalized investment plans while supporting clients through networking and collaboration.
RBC is on the lookout for a agile Investment and Retirement Planner to join its Winnipeg team. In this pivotal role, you will provide tailored financial strategies using a comprehensive array of investment options while fostering client relationships. You’ll also work closely with internal teams to enhance client services continually.
Key Responsibilities:
• Deliver personalized financial advice using investment solutions • Build and consolidate a loyal client base • Facilitate connections with relevant RBC experts • Generate external referrals through impressive networking
Requirements: • Holding Financial Planning Designation (QAFP, PFP®, or CFP®) • Must have a Mutual Funds License (IFIC or CSC) • Minimum of 2 years in financial planning • Proven track record in networking and client relations • Adept at using digital tools for enhanced client service
Leverage your expertise in financial planning to help RBC clients achieve their financial goals in Winnipeg. #J-18808-Ljbffr