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Investment and Retirement Financial Advisor
1 month ago
Overview of the Position
As an RBC Investment and Retirement Financial Advisor, your primary responsibility will be to cultivate relationships and devise tailored investment strategies for both prospective and current clients. Your key objective will be to enhance investment sales, aiding clients in reaching their long-term financial aspirations. You will collaborate closely with internal stakeholders and utilize networking opportunities to attract and retain clients.
Main Duties
- Deliver customized financial advisory services utilizing a diverse range of investment options
- Expand and oversee client portfolio by securing new clients and consolidating existing relationships
- Partner with other RBC professionals to fulfill client requirements
- Establish external business referral networks through proactive networking
Qualifications
Essential Skills:
- Financial Planning Certification (PFP or CFP)
- Mutual Funds Qualification (IFIC or CSC)
- At least 2 years of experience in financial planning
- Proficient networking and client acquisition abilities
- Capability to foster and sustain partner relationships
About RBC
RBC (Royal Bank of Canada) stands as a premier global financial services institution dedicated to providing reliable advice and empowering clients and communities to flourish. Become part of a vibrant and high-achieving team that prioritizes growth, collaboration, and a balanced work-life environment.
