Financial Planner Investment and Retirement Planning
Core
Create custom investment solutions and provide tailor-made financial planning advice for prospective and existing RBC clients.
Role type
Financial Planner (Investment and Retirement)
Builds
Custom investment portfolios and financial planning solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial Planning Designation (QAFP, PFP, CFP), Mutual Funds License (IFIC, CSC), client acquisition, networking, relationship cultivation, digital savviness
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