Become an RBC Investment and Retirement Planner in Mississauga, where you'll craft tailored investment strategies for clients. Utilize exclusive solutions and support from partners to excel in client acquisition.
This role demands a proactive approach in networking and developing business referrals. As a key financial advisor, you will provide personalized investment planning advice using top-tier portfolio solutions. Join a team designed to help clients achieve their financial goals through creative advice and support.
Key Responsibilities:
Deliver tailor-made financial planning advice and solutions
Acquire current clients and consolidate existing RBC assets
Connect clients with the appropriate RBC experts
Develop external referral sources through networking initiatives
Requirements:
Financial Planning Designation (QAFP, PFP® or CFP®)
Mutual Funds License (IFIC or CSC)
Minimum 2 years' experience in financial planning
Proven client acquisition and networking skills
Proficient in mobile applications and digital tools
Capitalize on your financial planning and sales skills as an RBC Investment and Retirement Planner.