Job Description
Elevate your career with RBC as an Investment and Retirement Planner in Perth, Canada. Forge key client relationships and offer tailored investment solutions for financial growth.
In this full-time role, you will utilize your financial planning expertise to provide bespoke advice and investment strategies supported by RBC’s resources. You will engage in prospecting while nurturing referrals, enhancing your client base, and connecting clients to the right RBC team members to meet their evolving needs.
Key Responsibilities:
• Deliver customized financial planning solutions and advice
• Acquire and consolidate new and existing clients
• Connect clients to suitable RBC team members
• Develop business referrals through networking and marketing
Requirements:
• Financial Planning Designation (PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience
• Proven client acquisition and networking skills
• Strong relation...
In this full-time role, you will utilize your financial planning expertise to provide bespoke advice and investment strategies supported by RBC’s resources. You will engage in prospecting while nurturing referrals, enhancing your client base, and connecting clients to the right RBC team members to meet their evolving needs.
Key Responsibilities:
• Deliver customized financial planning solutions and advice
• Acquire and consolidate new and existing clients
• Connect clients to suitable RBC team members
• Develop business referrals through networking and marketing
Requirements:
• Financial Planning Designation (PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience
• Proven client acquisition and networking skills
• Strong relation...