Job Description
Take your career further as a Retirement and Investment Advisor with RBC in Abbotsford, Canada. Our focus is on designing custom investment solutions to help clients achieve their financial objectives.
In this dynamic role, you'll be responsible for creating tailored financial plans while engaging in essential networking and client acquisition. By collaborating with RBC's dedicated teams and utilizing various financial planning tools, you will enhance your service delivery and ensure client satisfaction. Your expertise will be paramount in building and maintaining lasting client relationships.
Key Responsibilities:
• Create customized investment strategies tailored to clients
• Build and maintain strong client relationships
• Collaborate with RBC teams to address client needs
• Network to source external business referrals
Requirements:
• Financial Planning Designation (PFP, QAFP, or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ financial pl...
In this dynamic role, you'll be responsible for creating tailored financial plans while engaging in essential networking and client acquisition. By collaborating with RBC's dedicated teams and utilizing various financial planning tools, you will enhance your service delivery and ensure client satisfaction. Your expertise will be paramount in building and maintaining lasting client relationships.
Key Responsibilities:
• Create customized investment strategies tailored to clients
• Build and maintain strong client relationships
• Collaborate with RBC teams to address client needs
• Network to source external business referrals
Requirements:
• Financial Planning Designation (PFP, QAFP, or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ financial pl...
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