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RBC Financial Planner in ScugogRBC • Scugog
RBC Financial Planner in Scugog

RBC Financial Planner in Scugog

RBC • Scugog
5 days ago
Job type
  • Full-time
Job description
Join RBC as a Financial Planner in Scugog, Canada, empowering clients with tailored investment strategies. Create comprehensive solutions that drive your clients toward achieving their financial goals. As a full-time Investment and Retirement Planner, you’ll use your creativity and motivation to provide world-class advice. Your responsibilities will include gaining new clients, consolidating their investments, and ensuring they have access to necessary RBC services. Networking and partnership cultivation will also play a key role in your success. Key Responsibilities: • Provide tailored financial planning and investment solutions • Acquire and consolidate new and existing RBC clientele • Collaborate with RBC team members for client needs • Foster business referrals through networking and marketing efforts Requirements: • Financial Planning Designation (QAFP, PFP® or CFP®) • Mutual Funds License (IFIC or CSC) • At least 2 years of experience in financial planning • Established networking and client acquisition skills • Digital savviness with mobile application use Bring your financial expertise and networking abilities to RBC in Scugog and make an impact. #J-18808-Ljbffr
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RBC Financial Planner in Scugog • Scugog

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