Job Description
Elevate your career as an RBC Investment and Retirement Planner in Scugog, Canada. Provide custom investment solutions to support clients in achieving their financial aspirations.
In this full-time role, you'll offer tailored financial planning advice and utilize a range of investment products. With a focus on client acquisition, you’ll connect with both existing and prospective RBC clients, guiding them towards long-term financial success. Building a network for business referrals via marketing and personal connections will be crucial for your success.
Key Responsibilities:
• Deliver customized financial planning using investments and portfolios
• Acquire new clients and consolidate existing RBC assets
• Connect clients to RBC team members for comprehensive support
• Develop external referral sources through effective networking
Requirements:
• Financial Planning Designation (QAFP, PFP® or CFP®)
• Mutual Funds ...
In this full-time role, you'll offer tailored financial planning advice and utilize a range of investment products. With a focus on client acquisition, you’ll connect with both existing and prospective RBC clients, guiding them towards long-term financial success. Building a network for business referrals via marketing and personal connections will be crucial for your success.
Key Responsibilities:
• Deliver customized financial planning using investments and portfolios
• Acquire new clients and consolidate existing RBC assets
• Connect clients to RBC team members for comprehensive support
• Develop external referral sources through effective networking
Requirements:
• Financial Planning Designation (QAFP, PFP® or CFP®)
• Mutual Funds ...
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