Financial Planner, Investment and Retirement Planning
Royal Bank of Canada· 81 open roles
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About This RoleAI processing…
Job Description What is the opportunity? As an RBC Investment and Retirement Planner In the North Battleford , SK Market , you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their lo…
Key ResponsibilitiesTypical for this role
- 1Own accounting, reporting, or financial analysis in your area
- 2Partner with leadership on planning, forecasting, and budgeting
- 3Ensure compliance with internal controls and external requirements
- 4Drive improvements to financial systems and processes
Requirements
- Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way.
Perks & BenefitsTypical for this role
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