Financial Planner at RBC

Transform financial futures with RBC as an Investment and Retirement Planner in Hinton, Canada.

Your role centers on providing personalized investment solutions to diverse clients.

This full-time position requires adept client engagement and the ability to leverage RBC’s resources for tailored financial planning. A strong foundation in financial planning principles and mutual funds will ensure your success in meeting client goals and driving investment sales. Your networking skills will help you forge valuable partnerships.

Key Responsibilities:

• Create custom investment solutions for clients

• Acquire and manage new and existing clients

• Collaborate with RBC teams to meet client needs

• Build referral networks through marketing and personal connections

Requirements:

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

• Mutual Funds License (IFIC or CSC)

• At least 2 years in financial planning role

• Strong client acquisition and networking skills

• Proficient in utilizing digital tools and applications

Leverage your financial expertise to create impactful investment solutions for RBC clients in Hinton.
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