Financial Planner, Investment & Retirement Planning
Description
This role at RBC involves creating tailored investment solutions for new and existing clients within the Moose Jaw, SK market. The planner is responsible for client acquisition through prospecting, networking, and referrals from internal partners. The goal is to provide expert financial advice and solutions, including proprietary and third-party mutual fund options, to help clients achieve their long-term financial objectives.
What We're Looking For
Provide tailor-made financial planning advice and solutions using RBC's investment and portfolio solutions.,Acquire and consolidate existing and new-to-RBC clients and assets.,Connect clients with relevant RBC team members to continuously meet their needs.,Develop external business referral sources through networking, marketing, and centres of influence.
Ideal Candidate
Financial Planning Designation (QAFP®, PFP® or CFP®),Mutual Funds License (IFIC or CSC)
Minimum Education
Professional Designations
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Also Available At
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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