Financial Planner - Investment Specialist

Position: RBC Financial Planner - Investment Specialist
Location: Midland

Drive your financial career as an RBC Investment and Retirement Planner located in Wasaga Beach, Canada. Use your expertise to offer tailored investment solutions and forge strong client relationships every day.

In this full-time role at RBC, you will have the opportunity to provide personalized financial advice and expand your client base with your proven networking skills. Supported by a proactive team, you will leverage an outstanding range of investment solutions to meet diverse client needs and promote financial wellness.

Key Responsibilities:

• Deliver tailored investment planning solutions to clients

• Attract and nurture relationships with new clients

• Collaborate with RBC team members to meet client needs

• Leverage networking to enhance business referral sources

Requirements:

• Financial Planning Designation (PFP or CFP) needed

• Mutual Funds License (IFIC or CSC) required

• Two years’ experience in financial planning required

• Strong networking and client acquisition capabilities

• Proven ability to build collaborative partnerships

Shape your financial future and empower clients as an RBC Investment Planner in Wasaga Beach.
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