Royal Bank of Canada·28 days ago
28 days ago
Financial Planner, Investment and Retirement Planning
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What you'll do
- deliver tailored investment and retirement solutions for RBC clients
- utilise your expertise in financial planning and client acquisition to support clients in achieving their financial goals
What they're looking for
- financial planning designation (qafp, pfp® or cfp®)
- mutual funds license (ific or csc)
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 solutions for RBC clients. Utilise your expertise in financial planning and client acquisition to support clients in achieving their financial goals. Ideal for candidates with a Financial Planning Designation and experience in mutual funds.
Skills
- financial planning designation (qafp, pfp® or cfp®)
- mutual funds license (ific or csc)
- 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
PEMBROKE, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.