Investment and Retirement Planner at RBC (Edson)

Join RBC as an Investment and Retirement Planner, developing custom investment strategies for clients. Benefit from extensive internal support, flexible hours, and advanced mobile technology for your success. In this role, you will provide bespoke financial planning advice featuring top-tier mutual fund solutions. Your role emphasizes client acquisition and relationship-building, ensuring you continuously meet client needs while achieving investment sales objectives. You’ll leverage your networking skills to attract referrals and develop external business sources. Key Responsibilities: • Deliver tailored financial advice utilizing investment solutions • Acquire current clients and consolidate assets effectively • Collaborate with RBC team members for client needs • Network to create external referral sources Requirements: • Financial Planning Designation (either PFP®, QAFP™, or CFP®) • Mutual Funds License (IFIC or CSC) • Minimum of 2 years in the financial planning sector • Strong networking and client relationship skills • Capable of using mobile technology effectively Grow your career with RBC, providing exceptional financial solutions and advice. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2neg94