Royal Bank of Canada·2 months ago
2 months ago
Financial Planner, Investment & Retirement Planning
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About this role
We are recruiting a Financial Planner, Investment & Retirement Planning to deliver tailored financial planning solutions and support clients in achieving their long-term financial goals. The role involves providing investment advice, acquiring new clients, and developing business referrals. Ideal for candidates with financial planning experience and strong networking skills.
Skills
- financial planning
- cantonese
- investment solutions
- portfolio management
- mutual funds
- client acquisition
- networking
- business development
- client relationship management
- digital savviness
- mobile applications
Company
Royal Bank of Canada
MARKHAM, Canada
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