Financial Planner – Investment and Retirement Planning

• Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
• Acquire and consolidate existing and new-to-RBC clients and assets
• Connect clients with the right RBC team members to help continuously meet their needs
• Develop external business referral sources through networking, marketing, and your centres of influence

• Must-have Financial Planning Designation (PFP®, QAFP™ 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

Demonstrates expertise in financial planning and client acquisition, leveraging strong networking abilities and digital tools to provide tailored investment solutions. Holds relevant financial planning designations and licenses to effectively advise clients and build lasting relationships.

• Financial Planning Designation
• Mutual Funds License
• Client Acquisition Skills
• Networking Skills
Digital Savviness

• Financial Planning
• Investment Solutions
• Portfolio Management
• Client Relationship Management
• Networking

• Relationship Building
• Communication
• Collaboration

• PFP®
• QAFP™
• CFP®
• IFIC
• CSC

• Financial Planning
• Mutual Funds
• Client Acquisition
• Investment Advisory
• Portfolio Solutions

• Mobile Applications