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Financial Planner, Investment Retirement Planning @ RBC

CAOnsiteFull-time
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About this role

Embrace the role of an Investment Retirement Planner and help clients achieve their financial goals through tailored investment and retirement planning solutions. Leverage your expertise in financial planning, mutual funds, and client acquisition while working with a collaborative, high-performing team. Grow your career with unlimited earning potential and world-class training in financial services.. Category: Customer Service | Client Advice | Sales

Skills

financial planning designationmutual funds licensefinancial planninginvestment planningportfolio managementclient acquisitionnetworkingrelationship managementmutual fundsportfolio solutionsprospectingreferral generationbusiness developmentpartner relationship managementfinancial advice

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