Royal Bank of Canada·3 days ago
3 days ago
Financial Planner Investment Retirement Planning
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What you'll do
- Deliver tailored financial planning solutions and custom investment advice to RBC clients.
- Acquire new clients.
- Connect clients with RBC specialists.
- Leverage networking skills.
What they're looking for
- financial planning designation
- mutual funds license
- financial planning experience
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are looking for a Financial Planner Investment Retirement Planning professional to deliver tailored financial planning solutions and custom investment advice to RBC clients. You will acquire new clients, connect them with RBC specialists, and leverage your networking skills. Ideal candidates have financial planning experience and relevant certifications.
Skills
- financial planning designation
- mutual funds license
- financial planning
- investment planning
- portfolio management
- client acquisition
- networking
- partner relationship management
- mobile applications
- prospecting
- mutual funds
- referral generation
- portfolio solutions
- mutual fund solutions
Company
Royal Bank of Canada
Calgary, Canada
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