Royal Bank of Canada·11 days ago
11 days ago
Financial Planner, Investment and Retirement
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What you'll do
- creating tailored financial solutions for clients
- supporting business development through networking
What they're looking for
- financial planning designation
- mutual funds license
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Take on the role of RBC Investment and Retirement Planner, creating tailored financial solutions for clients and supporting business development through networking. Utilise your financial planning expertise and client acquisition skills to help clients achieve their financial goals. Ideal for candidates with a financial planning designation and experience in investment and retirement planning.
Skills
- financial planning designation
- mutual funds license
- financial planning
- investment solutions
- portfolio management
- client acquisition
- business development
- networking
- partner relationship management
- mutual funds
- digital savviness
- cantonese
Company
Royal Bank of Canada
Vancouver, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.