Freelance translator converting Taiwanese Traditional Chinese investment - banking commentary into English for TransPerfect. Proofreading and finalizing client documents under tight deadlines.
About the role
- RBC financial planner creating tailored investment and retirement solutions for clients. Building relationships, acquiring assets, and generating referrals across Ontario communities.
Responsibilities
- Create custom investment solutions for prospective and existing RBC clients
- Provide tailor-made financial planning advice and solutions using investment and portfolio solutions, including proprietary and select third-party mutual fund solutions
- Acquire and consolidate existing and new-to-RBC clients and assets
- Connect clients with the right RBC team members to continuously meet their needs
- Develop external business referral sources through networking, marketing, and centres of influence
- Prospect and network to generate new investment sales
Requirements
- Financial Planning Designation (QAFP, PFP® or CFP®)
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years’ experience in financial planning
- Proven networking and client acquisition skills
- Ability to cultivate strong partner relationships
- Digital Savviness and ability to effectively utilize mobile applications
Benefits
- A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
- World-class training programs and career development opportunities
- Dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
- Flexible work schedule based on client preferences and your own work/life balance
- Innovative mobile technology to ensure your success
Job title
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Not specified
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