Unlock the potential of your financial planning career with RBC as an Investment and Retirement Planner located in Vancouver. Focus on building strong client relationships while tailoring investment solutions that achieve long-term goals.
This full-time role emphasizes developing unique financial strategies for clients, integrating RBC's extensive investment solutions. Your proactive networking and referral skills are key to gaining and retaining clients. Implement world-class advice to foster financial success for your clientele.
Key Responsibilities:
• Craft tailor-made financial plans and investment solutions
• Acquire and manage client portfolios and relationships
• Collaborate with RBC teams to meet client requirements
• Network and establish business referral connections
Requirements:
• Financial Planning Designation (PFP®, QAFP™ or CFP®) or near completion
• Mutual Funds License (IFIC or CSC)
• 2-3 years of experience in financial advising
• Prov...