26 Aug
|
RBC
|
British Columbia
26 Aug
RBC
British Columbia
Join RBC as a Financial Planner in 100 Mile House, Canada, where you’ll provide tailored investment strategies. Your motivation and expertise will shine as you help clients meet financial goals.
In this full-time role, you will utilize your financial planning designation and networking skills to attract new clients while managing referrals. You'll have access to comprehensive investment solutions, enabling you to customize advice uniquely suited to each client’s long-term needs. The role involves ongoing collaboration with team members and creative outreach strategies.
Key Responsibilities:
• Deliver personalized financial planning advice using various investment solutions
• Acquire and manage clients effectively
• Link clients with relevant RBC services
• Cultivate external business partnerships through networking
Requirements:
• Relevant Financial Planning Designation (PFP®, QAFP™, or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years' experience in financial planning
• Strong client acquisition and networking abilities
• Comfortable using digital technology in client engagement
Utilize your financial knowledge and client-centric mindset to thrive in RBC's dynamic setting.
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📌 Financial Planner at RBC - 100 Mile House (British Columbia)
🏢 RBC
📍 British Columbia