Royal Bank of Canada·7 days ago
7 days ago
Financial Planner, Investment and Retirement Planning
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What you'll do
- develop relationships
- create custom investment solutions for prospective and existing RBC clients
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Exciting opportunity for a Financial Planner to deliver tailored investment and retirement planning solutions for RBC clients. Engage in client acquisition, relationship building, and provide expert financial advice. Ideal for candidates with financial planning experience and bilingual proficiency in English and French.
Skills
- financial planning designation (ipf)
- mutual funds license (ific or csc)
- investment planning
- portfolio management
- client acquisition
- business development
- networking
- mutual funds
- bilingualism (english and french)
- relationship management
- prospecting
- portfolio solutions
- mutual fund solutions
- client referral generation
- partner relationship management
- adaptability
- client centricity
- curious mindset
Company
Royal Bank of Canada
MONTRÉAL, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.