Investment And Retirement Planner At Rbc Edson

Shape financial futures as an Investment and Retirement Planner with RBC in Hinton, Canada. Create strategic investment solutions for clients and drive recent sales through your networking prowess. This full time role requires a Financial Planning Designation and a minimum of two years' experience. You will provide personalized financial advice utilizing RBC’s extensive portfolio of investment products. Collaborate with clients and internal teams to cultivate relationships and ensure client needs are met effectively. Key Responsibilities: Offer customized financial planning advice and investment solutions Acquire and manage existing RBC clients and assets Connect clients with appropriate RBC specialists Build external referral networks through marketing and influence Requirements: Financial Planning Designation (PFP, QAFP, or CFP) Mutual Funds License (IFIC or CSC) At least 2 years in financial planning Proven ability in networking and client acquisition Digital savviness for mobile applications Elevate your financial planning skills while delivering top-tier services to RBC clients in Hinton. Apply on Kit Job: kitjob.ca/job/2p2838