Royal Bank of Canada·11 days ago
11 days ago
Financial Planner-Investment and Retirement Planning
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What you'll do
- delivering tailored financial advice and portfolio solutions
- engage with clients
- acquire new assets
- connect clients with the right team members
What they're looking for
- financial planning designation (pfp® or cfp®)
- mutual funds license (ific or csc)
- financial planning experience
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Join our team as a Financial Planner in Investment and Retirement Planning, delivering tailored financial advice and portfolio solutions. Engage with clients, acquire new assets, and connect them with the right team members. Ideal for candidates with financial planning experience and strong networking skills.
Skills
- financial planning designation (pfp® or cfp®)
- mutual funds license (ific or csc)
- financial planning
- investment planning
- portfolio management
- client acquisition
- networking
- partner relationship management
- mutual funds
- mobile applications
- business referral generation
Company
Royal Bank of Canada
CHARLOTTETOWN, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.