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 financial planning advice
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial Planning Designation (IPF), Mutual Funds License (IFIC or CSC), client acquisition, networking, bilingualism (English and French)
Responsibilities
Provide tailor-made financial planning advice and solutions, acquire and consolidate existing and new-to-RBC clients and assets, connect clients with the right RBC team members, develop external business referral sources through networking and marketing