Part - Time Financial Adviser supplementing income by providing financial advice in South Africa. Role involves building trust, identifying sales opportunities, and driving customer engagement.
About the role
- RBC Investment and Retirement Planner developing and implementing custom investment solutions. Required to have Financial Planning Designation and at least 2 years of experience.
Responsibilities
- Develop relationships with and create custom investment solutions for prospective and existing RBC clients
- 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
Requirements
- Must-have Financial Planning Designation (PFP®, QAFP™ or CFP®) or close to completing
- 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
- Punjabi language skills (fluent) considered an asset
Benefits
- Full-time RBC employee status with unlimited earning potential and full benefits
- Work with a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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