Investment Specialist advising BMO customers on wealth products and investment strategies. Driving investment sales, resolving service inquiries, and ensuring regulatory compliance.
About the role
- RBC networking event for accredited financial planners. Exploring relationship and acquisition planning opportunities, technology, and leadership access in Victoria.
Responsibilities
- Attend an exclusive RBC Financial Planning networking evening
- Connect with senior leaders
- Learn about Relationship Financial Planner opportunities
- Design tailor-made financial plans for clients to help them reach their goals
- Learn about Acquisition Financial Planner opportunities
- Proactively acquire and onboard new clients to drive business growth
- Learn how RBC Financial Planners leverage cutting-edge technology to deepen client relationships
- Explore competitive advantages of joining RBC's accredited planning team
Requirements
- CFP®, PFP®, or QAFP® designation, or actively working toward completion
- Current IFIC or CSC credentials
- Experienced financial professional
- Qualified registrant for the invitation-only event
Benefits
- Invitation to connect with senior leaders
- Learn about opportunities with Canada's largest network of accredited financial planners
- Direct access to senior leadership
- Networking event access
- Competitive advantages of joining RBC's accredited planning team
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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