About This Opportunity
Shape your financial advising career as an Investment and Retirement Planner at RBC in Brandon, Canada. Leverage your expertise to provide tailored investment solutions for both prospective and existing clients.
In this role, your primary responsibility involves crafting custom financial plans using a premier selection of investment strategies. With at least two years in financial planning and a relevant financial designation, you will enhance client relationships and expand RBC's client base. Additionally, you will collaborate with internal partners to receive client referrals and engage in networking to drive business growth.
Key Responsibilities:
• Provide customized financial advice with investment solutions
• Acquire new clients and consolidate existing RBC assets
• Connect clients to RBC experts for optimal support
• Develop business referrals through networking and marketing
Requirements:
• Financial Planning D...