Experienced Investment and Retirement Planner

Utilize your skills as an RBC Investment and Retirement Planner in Abbotsford, Canada, crafting custom financial strategies for diverse clients. Maximize referrals with dedicated internal support.

As an RBC planner, your role focuses on developing tailored investment strategies that assist clients in achieving their financial dreams. Your creativity and drive for success will complement RBC's resources, allowing for robust client connections and portfolio management. This position is perfect for someone adept at networking and building partnerships to grow the business pipeline.

Key Responsibilities:

• Deliver customized financial planning advice with investment solutions

• Acquire new clients and assets while managing existing relationships

• Connect clients with RBC specialists to enhance service offerings

• Build business referrals through proactive networking and marketing

Requirements:

• Financial Planning Designation (PFP®, QAFP™, or CFP®)

• Minimum 2 years of financial planning experience

• Mutual Funds License (IFIC or CSC)

• Proven ability in client acquisition and networking

• Digital savviness to navigate mobile technology

Make your mark in financial planning by joining RBC's accomplished team in Abbotsford.
#J-18808-Ljbffr