RBC

Financial Planner – Investment & Retirement Planning

RBC

full-time

Posted on:

Location Type: Office

Location: Brandon • Canada

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About the role

  • 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

Requirements

  • Must be mobile within Brandon MB and Surrounding Markets
  • Financial Planning Designation (QAFP, PFP® 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
Benefits
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Applicant Tracking System Keywords

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Hard Skills & Tools
financial planninginvestment solutionsportfolio solutionsmutual funds
Soft Skills
networkingclient acquisitionrelationship buildingcommunication
Certifications
QAFPPFPCFPIFICCSC