Job Description
Drive financial success for clients as an Investment and Retirement Planner at RBC in Thompson, MB. Use innovative solutions and strategic networking to reach new clients and expand support.
Your role involves creating bespoke investment plans tailored to individual client needs, leveraging RBC’s vast resources and expertise. You are expected to actively prospect for new clients while receiving referrals through established internal partnerships. Your focus on building strong relationships will be key to client retention and growth.
Key Responsibilities:
• Create tailored financial planning and investment solutions
• Acquire and grow RBC client accounts and assets
• Facilitate connections with RBC teams for client service
• Develop networking strategies to generate business referrals
Requirements:
• Financial Planning Designation (PFP®, CFP®, or QAFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience
• Ability to b...
Your role involves creating bespoke investment plans tailored to individual client needs, leveraging RBC’s vast resources and expertise. You are expected to actively prospect for new clients while receiving referrals through established internal partnerships. Your focus on building strong relationships will be key to client retention and growth.
Key Responsibilities:
• Create tailored financial planning and investment solutions
• Acquire and grow RBC client accounts and assets
• Facilitate connections with RBC teams for client service
• Develop networking strategies to generate business referrals
Requirements:
• Financial Planning Designation (PFP®, CFP®, or QAFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience
• Ability to b...
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