Job Description
Become an Investment and Retirement Planner with RBC in Yorkton, SK, where you'll craft customized investment strategies for a diverse clientele. Enhance your career by leveraging referrals and your networking strengths.
As an integral part of RBC's financial services, your primary focus will be on developing tailored financial solutions using a wide range of investment products. You'll proactively acquire new clients and solidify current relationships, all while being supported by a collaborative team. Your initiative and expertise will empower clients to achieve their financial aspirations.
Key Responsibilities:
• Customize financial planning solutions for clients
• Acquire new clients and consolidate existing ones with RBC
• Engage clients with appropriate RBC service team members
• Create business referral networks through marketing efforts
Requirements:
• Financial Planning Designation (PFP®, CFP®, or QAFP®)
• Required Mutual Funds License (IFIC or CSC)<...
As an integral part of RBC's financial services, your primary focus will be on developing tailored financial solutions using a wide range of investment products. You'll proactively acquire new clients and solidify current relationships, all while being supported by a collaborative team. Your initiative and expertise will empower clients to achieve their financial aspirations.
Key Responsibilities:
• Customize financial planning solutions for clients
• Acquire new clients and consolidate existing ones with RBC
• Engage clients with appropriate RBC service team members
• Create business referral networks through marketing efforts
Requirements:
• Financial Planning Designation (PFP®, CFP®, or QAFP®)
• Required Mutual Funds License (IFIC or CSC)<...