Job Description
Shape financial futures with RBC as an Investment and Retirement Planner. Leverage tailored strategies within diverse investment solutions while building client relationships and networks.
RBC is seeking a dedicated financial expert with a PFP or CFP designation and a mutual funds license. With a minimum of two years’ experience, you will provide bespoke financial advice, secure new clients, and connect them with RBC’s specialized teams. Strengthening external referral partnerships through networking and marketing is pivotal for success in this role.
Key Responsibilities:
• Provide tailored financial planning advice for clients
• Acquire and consolidate clients and their assets
• Connect clients with appropriate RBC team members
• Develop business referrals through networking efforts
Requirements:
• Financial Planning Designation (PFP or CFP) required
• Mutual Funds License (IFIC or CSC) essential
• Minimu...
RBC is seeking a dedicated financial expert with a PFP or CFP designation and a mutual funds license. With a minimum of two years’ experience, you will provide bespoke financial advice, secure new clients, and connect them with RBC’s specialized teams. Strengthening external referral partnerships through networking and marketing is pivotal for success in this role.
Key Responsibilities:
• Provide tailored financial planning advice for clients
• Acquire and consolidate clients and their assets
• Connect clients with appropriate RBC team members
• Develop business referrals through networking efforts
Requirements:
• Financial Planning Designation (PFP or CFP) required
• Mutual Funds License (IFIC or CSC) essential
• Minimu...
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