RBC Investment Retirement Planner (Elliot Lake)

RBC Investment Retirement Planner (Elliot Lake)

06 Nov
|
RBC
|
Elliot Lake

06 Nov

RBC

Elliot Lake

Shape tailored investment solutions as an RBC Investment and Retirement Planner in Blind River, using financial planning and client advice.

You will advise prospective and existing RBC clients with customized investment solutions. The full time position combines prospecting, networking, referrals, and asset consolidation. It suits someone motivated by new investment sales, business development, and long term financial goals.

Key Responsibilities:

- Provide tailored financial planning advice and investment solutions
- Use proprietary and third party mutual fund solutions
- Acquire and consolidate new and existing client assets
- Connect clients with appropriate RBC team members
- Develop referral sources through networking and marketing

Requirements:

- Adaptability in changing client and business situations
- Business development and networking capability
- Client centric approach to financial planning
- Curiosity when understanding client investment needs
- Motivation and drive for recent investment sales

Apply financial planning, investment advice, and business development skills while serving RBC clients in Blind River.

📌 RBC Investment Retirement Planner (Elliot Lake)
🏢 RBC
📍 Elliot Lake

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