Royal Bank of Canada·2 months ago
2 months ago
Financial Planner Investment and Retirement Planner
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About this role
Join our team as a Financial Planner Investment and Retirement Planner, where you will design tailored financial solutions and provide expert advice to clients. Utilise your financial planning expertise and networking skills to acquire new clients and support existing ones. Ideal for candidates with a financial planning designation and experience in investment and retirement planning.
Skills
- financial planning
- investment solutions
- portfolio management
- mutual funds
- client acquisition
- networking
- business development
- digital savviness
- mobile applications
- client relationship management
- prospecting
- marketing
- referral generation
- stakeholder management
Company
Royal Bank of Canada
RED DEER, Canada
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