Investment and Retirement Planning Expert

Position: Investment and Retirement Planning Expert at RBC
Location: Midland

Become a key player at RBC as an Investment and Retirement Planner in Wasaga Beach, Canada. Help clients achieve their financial goals through expert advice and exceptional investment solutions.

This full-time position requires a proactive financial professional with a PFP or CFP designation, along with two years of experience. You will actively pursue new clients and utilize internal partnerships to enhance your network. Enjoy the benefits of unlimited earning potential in a supportive and collaborative atmosphere.

Key Responsibilities:

• Create custom financial planning solutions tailored to clients' needs

• Acquire and consolidate clients and assets for RBC

• Facilitate connections with RBC team members for client support

• Build referral sources through effective networking

Requirements:

• Financial Planning Designation (PFP or CFP)

• Required Mutual Funds License (IFIC or CSC)

• Minimum of 2 years in financial planning experience

• Proven networking abilities and client acquisition experience

• Skilled in developing strong partner relationships

Contribute to holistic investment strategies at RBC and assist clients in crafting successful financial futures in Wasaga Beach.
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