Join RBC as an Investment and Retirement Planner in Vancouver East, where your financial planning skills can shine. Create customized investment solutions that cater to the diverse needs of clients.
This opportunity is perfect for those looking to make an impact in the Vancouver East market. Collaborating closely with internal partners, you'll gain client referrals and provide top-tier financial planning advice. Your entrepreneurial spirit will drive new investment sales, enabling clients to achieve their financial goals with RBC's exceptional portfolio options.
Key Responsibilities:
• Deliver customized investment solutions tailored to individual client needs
• Acquire new clients and grow existing accounts
• Facilitate connections with RBC teams for enhanced client satisfaction
• Network to build external business referral sources effectively
Requirements:
• Required Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Must have Mutual Funds License (IFIC...