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Job Description & How to Apply Below
Join RBC in Abbotsford as an Investment and Retirement Planner focused on delivering exceptional financial solutions. Connect with clients while utilizing internal partnerships for referrals.
In this role, you are tasked with creating personalized investment solutions that resonate with RBC clients. Use your networking skills and referral sources to grow your client portfolio effectively. The position leverages RBC's comprehensive array of investment offerings, providing you with the tools to ensure clients can achieve their long-term financial objectives.
Key Responsibilities:
• Tailor financial planning advice using top investment products
• Acquire and manage both existing and new RBC clients
• Network to develop strong external business referral sources
• Facilitate connections between clients and RBC experts for their specific needs
Requirements:
• Financial Planning Designation (PFP®, QAFP™, or CFP®)
• At least 2 years’ experience in financial planning
• Mutual Funds License (IFIC or CSC)
• Strong client acquisition and networking abilities
• Proficient with mobile technology applications
Use your skills in financial planning and client relationships to thrive with RBC in Abbotsford.
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