Royal Bank of Canada·10 days ago
10 days ago
Financial Planner, Investment & Retirement Planner
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What you'll do
- design tailored financial solutions and provide expert advice to clients
- utilise your financial planning expertise and networking skills to acquire new clients and support existing ones
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
Join our team as a Financial Planner, Investment & Retirement Planner, where you will design tailored financial solutions and provide expert advice to clients. Utilise your financial planning expertise and networking skills to acquire new clients and support existing ones. Ideal for candidates with a financial planning designation and experience in client acquisition.
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
BRADFORD WEST GWILLIMBURY, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.