About This Opportunity: RBC Investment and Retirement Planner (Ottawa)
RBC is currently seeking a RBC Investment and Retirement Planner (Ottawa) to join their team in Ottawa.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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Elevate your career as an RBC Investment and Retirement Planner, where you'll create custom investment solutions for clients in Ottawa, Canada. Leverage your expertise in financial planning to drive sales and build lasting relationships.
As a Planner at RBC, you will focus on prospective and existing clients, using your Financial Planning Designation and passion for sales. Your networking skills will help secure new clients and referrals, while your creativity enables you to craft tailored financial strategies that meet individual needs.
Key Responsibilities:
• Provide customized financial planning advice to clients
• Acquire and consolidate both current and existing clients
• Connect clients with RBC team members for ongoing service
• Develop business referrals through networking opportunities
Requirements:
• Financial Planning Designation (PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience
• Proven networking and client acquisition abilities
• Strong relationship
Position DetailsKey Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join RBC?RBC offers a supportive work environment in Ottawa, where employees can grow and develop their skills. This RBC Investment and Retirement Planner (Ottawa) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
Ready to Apply?
Don't miss this opportunity for RBC Investment and Retirement Planner (Ottawa) at RBC in Ottawa.
Click the Apply button above to submit your application and take the next step in your career.
