Financial Planner, Investment and Retirement Planning
Core
Develop relationships and create custom investment solutions for prospective and existing RBC clients to help them achieve long-term goals.
Role type
Financial Planner (Investment and Retirement Planning)
Builds
Custom investment solutions and portfolio strategies
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial Planning Designation (IPF), Mutual Funds License (IFIC or CSC), client acquisition, networking, relationship building
Preferred skills
None stated
Technologies
Proprietary and third-party mutual fund solutions
Responsibilities
Provide tailor-made financial planning advice, acquire and consolidate clients, connect clients with RBC team members, develop external business referral sources
Seniority
Mid-level (2+ years experience required)