Custom Investment Planner At Rbc Mississauga

Elevate your financial advisory skills as an Investment and Retirement Planner with RBC in Mississauga. This role focuses on creating tailored investment solutions for clients, both current and existing.

RBC is seeking a creative Investment and Retirement Planner to help clients achieve their long-term financial goals. With your financial planning designation and at least two years of experience, you'll leverage RBC's extensive resources to develop customized financial strategies. Networking and proven acquisition skills are vital for this role, supported by RBC's internal partners offering client referrals.

Key Responsibilities

• Provide personalized financial advice using diverse investment solutions
• Acquire recent clients and consolidate existing ones for RBC
• Connect clients with appropriate RBC team members for ongoing support
• Develop business referrals through strategic networking and marketing

Requirements ...