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Investment Retirement Planner
Job in
Burlington, Ontario, L7L 0A1, Canada
Listed on 2026-11-07
Listing for:
RBC
Full Time
position Listed on 2026-11-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Use financial planning and investment expertise as an RBC Investment and Retirement Planner in Thunder Bay, supporting clients with tailored solutions.
You will advise prospective and existing RBC clients using investment and portfolio solutions. The full-time planner acquires clients and assets, builds referral sources, and connects clients with appropriate RBC partners. Your work supports clients’ long-term financial goals through personalized advice and relationship development.
Key Responsibilities:- Provide tailored financial planning advice and investment solutions
- Acquire and consolidate new and existing client assets
- Connect clients with appropriate RBC team members
- Develop referral sources through networking and marketing
- Support clients’ long-term financial goals with advice
- Hold QAFP, PFP®, or CFP® designation
- Maintain IFIC or CSC Mutual Funds License
- Bring minimum two years’ financial planning experience
- Demonstrate networking and client acquisition skills
- Effectively use mobile applications and digital technology
Bring investment advice, client acquisition, and financial planning expertise to RBC clients in Thunder Bay through personalized solutions.
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