Rbc Financial Planner Investment Specialist
RBC
Elevate your career as an RBC Financial Planner focused on Investment and Retirement Planning. Deliver tailored financial solutions and grow your existing client portfolio for lasting success.
In this specialized position, you'll manage a diverse portfolio of affluent clients while providing bespoke financial advice. Your skills in networking and client acquisition will help you flourish in your role. You will be empowered by internal partnerships, turning client referrals into long-term relationships and success.
Key Responsibilities: - Provide custom financial planning solutions to clients - Acquire new and existing RBC clients for portfolio growth - Connect clients with RBC team members to meet needs - Develop external referral sources through networking
Requirements: - Financial Planning Designation (PFP®, QAFP™, or CFP®) - Mutual Funds License (IFIC or CSC) - Minimum 2 years in financial planning - Proven skills in client acquisition and networking
Utilize your financial planning expertise to help clients achieve their long-term investment goals with RBC.#J-18808-Ljbffr
In this specialized position, you'll manage a diverse portfolio of affluent clients while providing bespoke financial advice. Your skills in networking and client acquisition will help you flourish in your role. You will be empowered by internal partnerships, turning client referrals into long-term relationships and success.
Key Responsibilities: - Provide custom financial planning solutions to clients - Acquire new and existing RBC clients for portfolio growth - Connect clients with RBC team members to meet needs - Develop external referral sources through networking
Requirements: - Financial Planning Designation (PFP®, QAFP™, or CFP®) - Mutual Funds License (IFIC or CSC) - Minimum 2 years in financial planning - Proven skills in client acquisition and networking
Utilize your financial planning expertise to help clients achieve their long-term investment goals with RBC.#J-18808-Ljbffr
Vacancy posted 1 hour ago
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