Royal Bank of Canada·28 days ago
28 days ago
Financial Planner, Investment and Retirement Planning
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About this role
As a Financial Planner, Investment and Retirement Planning, you will design tailored financial solutions for clients, leveraging your expertise in financial planning and mutual fund expertise. You will acquire new clients and support existing ones, utilising your networking skills. Ideal candidates have experience in financial planning and a strong client acquisition background.
Skills
- financial planning designation
- mutual funds license
- financial planning
- investment solutions
- portfolio management
- client acquisition
- business development
- networking
- partner relationship management
- mobile applications
- digital savviness
- adaptability
- client centricity
- curious mindset
Company
Royal Bank of Canada
TERRACE, Canada
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