Royal Bank of Canada·19 days ago
19 days ago
Financial Planner - Investment and Retirement Planner
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About this role
We are seeking a Financial Planner - Investment and Retirement Planner to deliver tailored financial planning solutions and custom investment advice to RBC clients. You will acquire new clients and support existing ones, leveraging your expertise in financial planning and client acquisition. Ideal candidates have experience in financial planning and strong networking skills.
Skills
- financial planning designation (qafp, pfp®, cfp® or cifp)
- mutual funds license (ific or csc)
- financial planning
- investment solutions
- portfolio solutions
- client acquisition
- networking
- business development
- partner relationship management
- digital savviness
- adaptability
- client centricity
- curious mindset
Company
Royal Bank of Canada
PICKERING, Canada
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