Wealth Management Professional
1 week ago
We are seeking a talented Wealth Management Professional to join our team as a Financial Growth Specialist. In this role, you will work closely with clients to create custom investment solutions and provide world-class advice to help them achieve their long-term financial goals.
Key Responsibilities:- Provide tailor-made financial planning advice and solutions using our array of investment and portfolio solutions.
- Acquire and consolidate existing and new-to-RBC clients and assets.
- Connect clients with the right RBC team members to help meet their needs.
- Develop external business referral sources through networking, marketing, and your centers of influence.
To succeed in this role, you must have:
- A Financial Planning Designation (PFP or CFP).
- A Mutual Funds License (IFIC or CSC).
- A minimum of 2 years' experience in financial planning.
- Proven networking and client acquisition skills.
- The ability to cultivate strong partner relationships.
- Digital savviness and the ability to effectively utilize mobile applications.
As a Wealth Management Professional with RBC, you can expect:
- A comprehensive Total Rewards Program, including flexible benefits, competitive commission structure, and pension options.
- World-class training programs and career development opportunities.
- The advantage of working with a dynamic, collaborative, and high-performing team.
- A flexible work schedule based on client preferences and your own work-life balance.
- Innovative mobile technology to ensure your success.
This role is located in Drumheller, Canada, offering a unique blend of urban and rural living. Enjoy easy access to outdoor recreation and community events while experiencing the comfort of small-town living.
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Restaurant Operations Manager
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Hotel Operations Manager Position
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Restaurant Operations Manager
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Hardware Operations Manager
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Restaurant Operations Manager
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Investment Advisor
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