Investment and Retirement Planner

Position: Investment and Retirement Planner at RBC
Elevate client financial journeys as an RBC Investment and Retirement Planner in Campbell River. Create customized investment solutions while leveraging extensive support and networking opportunities.

As an Investment and Retirement Planner at RBC, you will craft personalized financial strategies for new and existing clients. This full-time position values creativity and sales drive while offering a supportive environment with referrals from internal partners. Your networking skills will be essential to grow your business in a collaborative team setting.

Key Responsibilities:

• Provide tailored financial planning advice to clients

• Acquire and consolidate clients through effective networking

• Direct clients to appropriate RBC resources for ongoing needs

• Build external referral sources through marketing efforts

Requirements:

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

• Mutual Funds License (IFIC or CSC)

• Minimum 2 years of financial planning experience

• Proven networking and client acquisition skills

• Strong ability to cultivate partner relationships

Utilize your skills in financial planning and client relations at RBC to forge impactful investment journeys.
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