Financial Planner, Investment Retirement Planning
Core
Develop custom investment solutions and provide financial planning advice to RBC clients to help them achieve long-term goals.
Role type
Financial Planner / Investment Advisor
Builds
Custom investment portfolios and financial planning solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client acquisition, networking, relationship management, investment advice
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 internal team members, develop external business referral sources
Seniority
Mid-level, individual contributor