Investment Planner at RBC Pickering
2 weeks ago
Quebec, Capitale-Nationale, Canada
Tim's Financial
Full-time
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Drive financial success for clients with RBC as an Investment and Retirement Planner in Pickering, Canada. Create customized investment solutions while benefiting from strong internal support and client referrals.
In this full-time role, you will leverage your mutual funds license and at least two years of financial planning experience to provide tailored advice and solutions. Your proven networking skills will enable you to acquire and consolidate clients, ensuring you meet their evolving financial needs effectively.
Key Responsibilities
• Offer personalized financial planning and investment solutions
• Build and maintain client relationships and assets
• Connect clients with RBC team members for comprehensive support
• Develop business referrals through networking and marketing
• Utilize innovative mobile technology for success
Requirements:
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years in financial planning
• Strong networking and client acquisition abilities
• Capacity to cultivate partnerships
• Digital savviness in mobile applications Utilize your financial acumen and relationship-building talents to help clients thrive with RBC. #J-18808-Ljbffr
Key Responsibilities
• Offer personalized financial planning and investment solutions
• Build and maintain client relationships and assets
• Connect clients with RBC team members for comprehensive support
• Develop business referrals through networking and marketing
• Utilize innovative mobile technology for success
Requirements:
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years in financial planning
• Strong networking and client acquisition abilities
• Capacity to cultivate partnerships
• Digital savviness in mobile applications Utilize your financial acumen and relationship-building talents to help clients thrive with RBC. #J-18808-Ljbffr
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