Investment and Retirement Consultant
3 weeks ago
Position Overview:
As a consultant at RBC specializing in Investment and Retirement Planning, you will design personalized investment strategies for both potential and current clients. Your innovative approach, enthusiasm, and commitment to driving investment sales will empower you to deliver exceptional guidance and solutions that assist clients in reaching their financial aspirations.
Key Responsibilities:
- Deliver customized financial advisory services utilizing our extensive range of investment and portfolio options, featuring top-tier proprietary and selected third-party mutual fund offerings.
- Engage and integrate both existing and new clients into the RBC ecosystem.
- Facilitate connections between clients and appropriate RBC team members to ensure their ongoing needs are met.
- Establish external business referral networks through strategic networking, marketing efforts, and leveraging your professional connections.
Qualifications for Success:
- Essential Financial Planning Certification (PFP, QAFP, or CFP)
- Mutual Funds Certification (IFIC or CSC)
- A minimum of 2 years' experience in the financial planning sector
- Demonstrated skills in networking and client acquisition
- Ability to foster strong partnerships
- Proficiency in digital tools and mobile applications
Core Competencies:
- Flexibility
- Business Growth
- Client Focus
- Inquisitiveness
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