As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients
Job Summary
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients.
Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.
We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
Matching Summary
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients.
Skills & Requirements
Must-have
custom investment solutions
client referrals
financial planning advice
mutual fund solutions
external business referral sources
Nice-to-have
progressive thinking
world-class training
dynamic collaborative team
innovative mobile technology
inclusive workplace
Key Requirements
Financial Planning Designation (QAFP, PFP® or CFP®)