Financial Planner Investment and Retirement Planning - Dawson Creek
3 weeks ago
Job Description
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients.
Responsibilities
- Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions ,
- Acquire and consolidate existing and new-to-RBC clients and assets ,
- Connect clients with the right RBC team members to help continuously meet their needs ,
- Develop external business referral sources through networking, marketing, and your centres of influence
Job description
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