Investment Retirement Financial Planner
RBC
Investment and retirement planning specialists at RBC create custom solutions using investment expertise, networking, and client acquisition skills. Opportunities span Edmonton and northern Alberta.As a Financial Planner, Investment and Retirement Planning, you develop relationships with prospective and existing RBC clients. You provide tailored advice using investment and portfolio solutions, including proprietary and third-party mutual funds. Internal partners provide client referrals while you build external referral sources.Key Responsibilities:
Create custom investment and retirement planning solutionsAcquire new clients and consolidate existing assetsBuild external referrals through networking and marketingDevelop relationships with centres of influenceConnect clients with suitable RBC team membersRequirements:
Financial Planning Designation: PFP, QAFP, or CFPMutual Funds License through IFIC or CSCAt least two years in financial planningDemonstrated networking and client acquisition skillsCommunication and long-term planning capabilitiesUse investment and retirement planning expertise to develop RBC client relationships and deliver tailored financial solutions.
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Create custom investment and retirement planning solutionsAcquire new clients and consolidate existing assetsBuild external referrals through networking and marketingDevelop relationships with centres of influenceConnect clients with suitable RBC team membersRequirements:
Financial Planning Designation: PFP, QAFP, or CFPMutual Funds License through IFIC or CSCAt least two years in financial planningDemonstrated networking and client acquisition skillsCommunication and long-term planning capabilitiesUse investment and retirement planning expertise to develop RBC client relationships and deliver tailored financial solutions.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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