Finance Operations Manager responsible for AP, AR, and financial controls at ProCook. Leading financial policies and improving efficiency with a hybrid work model.
About the role
- Investment and Retirement Planner developing tailor-made financial planning and investment solutions for RBC clients. Collaborating with teams to acquire new clients and maintain existing relationships.
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 centers of influence
Requirements
- Financial Planning Designation (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
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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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