Wealth Planner: Investment & Retirement Focus

Position: RBC Wealth Planner: Investment & Retirement Focus
Location: Bradford West Gwillimbury

Elevate your career as an RBC Wealth Planner with a focus on investment and retirement solutions in Bradford West Gwillimbury. Use your financial acumen to tailor advice that promotes client success.

As an RBC Investment and Retirement Planner, your role is pivotal in guiding clients toward achieving their financial goals through customized investment strategies. You will actively engage in networking, client acquisition, and partnership building with internal RBC specialists to ensure optimal client experiences and satisfaction.

Key Responsibilities:

• Offer personalized financial planning advice and solutions

• Acquire and grow a diverse client base at RBC

• Liaise with internal teams to enhance client services

• Create networking opportunities to expand business referrals

Requirements:

• Financial Planning Designation (QAFP, PFP® or CFP®)

• Mutual Funds License (IFIC or CSC)

• Minimum of 2 years’ experience in financial planning

• Proven networking and relationship-building skills

• Digital literacy for mobile application use

Utilize your financial planning expertise and networking skills to drive client satisfaction and success at RBC.