Royal Bank of Canada·13 days ago
13 days ago
Financial Planner, Investment and Retirement Planning
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What you'll do
- Design tailored financial solutions for clients, leveraging your expertise in financial planning and mutual fund expertise
- Acquire and connect clients, utilising your networking skills
What they're looking for
- financial planning designation
- mutual funds license
- experience in financial planning
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
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 and connect clients, utilising your networking skills. Ideal candidates have experience in financial planning and a strong drive for client success.
Skills
- financial planning designation
- mutual funds license
- financial planning
- investment planning
- portfolio management
- client acquisition
- networking
- partner relationship management
- mobile applications
- digital savviness
- business referral generation
- prospecting
- mutual fund solutions
- portfolio solutions
Company
Royal Bank of Canada
COLWOOD, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.