Financial Services Professional
3 weeks ago
Job Summary
We are seeking a skilled Investment and Retirement Planner to create custom investment solutions for our clients.
What is the Opportunity?
As an RBC Investment and Retirement Planner, you will work closely with our clients to understand their financial goals and provide tailored investment advice and solutions.
Responsibilities
- Provide comprehensive financial planning advice and solutions using our range of investment and portfolio solutions.
- Acquire and consolidate existing and new clients and assets.
- Connect clients with the right RBC team members to ensure their ongoing needs are met.
- Develop external business referral sources through networking and marketing efforts.
Requirements
- Proficiency in Hindi or Mandarin and/or Cantonese.
- Financial Planning Designation (QAFP, PFP or CFP).
- Mutual Funds License (IFIC or CSC).
- Minimum 2 years' experience in financial planning.
- Proven networking and client acquisition skills.
- Ability to cultivate strong partner relationships.
- Digital Savviness, ability to effectively utilize mobile applications.
What We Offer
We offer a comprehensive Total Rewards Program, world-class training programs, and a dynamic, collaborative work environment that values initiative and hard work.
Job Skills
Adaptability, Business Development, Client Centricity, CuriosityAdditional Job Details
The successful candidate will be part of the Personal and Commercial Banking platform and will work in a full-time capacity.
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