Investment Planner At Rbc North Battleford

Elevate your financial advisory career with RBC as an Investment and Retirement Planner in North Battleford, SK. Cultivate client relationships and craft customized investment solutions to help clients meet financial goals. As an RBC Investment and Retirement Planner, you will provide tailored financial planning advice backed by a strong array of investment options. This role requires at least two years of experience in financial planning, along with proven networking skills to engage recent clients effectively. You will collaborate closely with internal partners while developing external business referral sources through strategic networking. Key Responsibilities: • Provide tailored financial plans and custom solutions • Acquire and consolidate recent RBC clients and assets • Connect clients with appropriate RBC team members • Develop external business referrals through networking Requirements: • Financial Planning Designation (PFP®, CFP®, QAFP®) • Mutual Funds License (IFIC or CSC) • Minimum 2 years in financial planning • Solid networking and client acquisition skills • Digital savviness in app utilization Utilize your expertise in financial planning and client relationship development to thrive at RBC in North Battleford. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2oetfs