RBC Investment Solutions Planner

Grow your career with RBC as an Investment Solutions Planner in Hinton, Canada. Drive client investments with your expertise in financial planning and robust networking strategies.

In this full-time role, you will create tailored investment solutions for diverse clients and leverage RBC's expansive portfolio. Achieving financial goals for clients requires your creativity and an ability to form lasting partnerships. Your proactive networking will be crucial in expanding your client base.

Key Responsibilities:

• Deliver tailored financial planning advice and investment strategies

• Acquire new and manage existing client portfolios

• Link clients to suitable RBC professionals to meet their evolving needs

• Develop networks through effective marketing and referrals

Requirements:

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

• Valid Mutual Funds License (IFIC or CSC)

• 2+ years of experience in financial planning

• Proven track record in client acquisition

• Digital savvy in leveraging technology for sales success

Bring your ambition and dedication to RBC, enhancing client investment journeys in Hinton.
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