Shape your future as a Financial Planner with RBC in New Westminster. Leverage your skills to provide bespoke investment advice and solutions to clients.
In your role as an RBC Investment and Retirement Planner, you'll harness a range of investment solutions to meet diverse client needs. This position demands proven client acquisition skills, relationship-building capabilities, and creativity to drive new sales. You’ll also receive support from internal partners, enhancing your ability to succeed and make a significant impact.
Key Responsibilities:
• Deliver tailored financial planning and investment advice
• Consolidate existing and new client bases effectively
• Collaborate with RBC resources for client service
• Build external business referrals through networking
Requirements:
• Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Funds License (IFIC or CSC)
• At least 2 years of experience in financial planning
• Strong networking and rela...