Investment and Retirement Planner

Position: Investment and Retirement Planner at RBC
Shape financial futures as an RBC Investment and Retirement Planner, offering personalized investment solutions for clients. Utilize your networking skills to build a strong referral base while supported by RBC partners.

In this full-time role, you will leverage your financial planning expertise to deliver tailored advice and innovative investment strategies. With at least two years of experience, you will engage in acquiring both new and existing clients, enhancing relationships, and driving investment sales. Your creativity and motivation will be crucial in helping clients achieve their financial aspirations.

Key Responsibilities:

• Provide tailored financial planning advice using diverse investment solutions

• Acquire and consolidate existing and new clients effectively

• Connect clients with appropriate RBC team members for ongoing support

• Develop external business referrals through networking and marketing

Requirements:

• Financial Planning Designation (QAFP, PFP or CFP)

• Mutual Funds License (IFIC or CSC)

• Minimum 2 years' experience in financial planning

• Strong networking and client acquisition skills

• Digital savviness with mobile applications

Leverage your planning expertise and networking capabilities to guide clients toward financial success with RBC.
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