RBC Investment Planner in Mississauga
Royal Bank of Canada
Elevate your career as an RBC Investment and Retirement Planner in the Mississauga area. Leverage your financial planning skills to provide customized investment solutions and exceptional client service. As an RBC Planner, you'll create tailored financial strategies for new and existing clients. This role demands a Financial Planning Designation and proven networking skills, alongside a collaborative team atmosphere. You will gain access to cutting-edge technology and comprehensive training, enhancing your success in driving investment sales. Key Responsibilities:
• Provide bespoke financial planning and investment advice
• Acquire new RBC clients and consolidate existing assets
• Connect clients with RBC team members for ongoing support
• Develop referral sources through networking and marketing Requirements:
• Financial Planning Designation (QAFP, PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• At least 2 years in financial planning
• Strong networking and client acquisition abilities
• Digital savviness and proficiency in Arabic/Persian is a plus Use your expertise to drive client success and contribute to RBC's growth in Mississauga.
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Vacancy posted 4 hours ago
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