Financial Planner, Investment and Retirement Planning
Description
As an RBC Investment and Retirement Planner, you will create customized investment solutions for clients, supported by internal partners for referrals. This role requires creativity, motivation, and drive for new investment sales to provide advice and solutions that help clients achieve long-term financial goals.
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 appropriate 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)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be mobile within the Winnipeg, MB Market
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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