Royal Bank of Canada·1 month ago
1 month ago
Financial Planning Investment Retirement Planner
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About this role
Take on the role of RBC Investment and Retirement Planner, creating custom investment solutions for clients in Mississauga and Brampton. Utilise your financial planning expertise and networking skills to support client needs and drive investment sales. Ideal for candidates with financial planning certification 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
- arabic
Company
Royal Bank of Canada
MISSISSAUGA, Canada
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