Job Description
Elevate your financial advisory career at RBC as an Investment and Retirement Planner in Lethbridge, Canada. Customize investment solutions while leveraging internal support for client referrals and enhancing your sales skills.
At RBC, the Investment and Retirement Planner role combines your creativity and motivation with existing client networks. You will provide tailored financial planning using top-tier investment solutions while acquiring new clients. By connecting them with RBC's expert teams, you ensure their ongoing financial success.
Key Responsibilities:
• Create personalized investment and retirement strategies
• Acquire and manage both new and existing clients
• Connect clients with appropriate RBC specialists
• Develop business referrals through networking and marketing
Requirements:
• Financial Planning Designation (PFP, QAFP, CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience
• Proven networking an...
At RBC, the Investment and Retirement Planner role combines your creativity and motivation with existing client networks. You will provide tailored financial planning using top-tier investment solutions while acquiring new clients. By connecting them with RBC's expert teams, you ensure their ongoing financial success.
Key Responsibilities:
• Create personalized investment and retirement strategies
• Acquire and manage both new and existing clients
• Connect clients with appropriate RBC specialists
• Develop business referrals through networking and marketing
Requirements:
• Financial Planning Designation (PFP, QAFP, CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience
• Proven networking an...
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