Investment and Retirement Planner

Become an RBC Investment and Retirement Planner in Mississauga, where you'll craft tailored investment strategies for clients. Utilize exclusive solutions and support from partners to excel in client acquisition.

This role demands a proactive approach in networking and developing business referrals. As a key financial advisor, you will provide personalized investment planning advice using top-tier portfolio solutions. Join a team designed to help clients achieve their financial goals through innovative advice and support.

Key Responsibilities:

• Deliver tailor-made financial planning advice and solutions

• Acquire new clients and consolidate existing RBC assets

• Connect clients with the appropriate RBC experts

• Develop external referral sources through networking initiatives

Requirements:

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

• Mutual Funds License (IFIC or CSC)

• Minimum 2 years’ experience in financial planning

• Proven client acquisition and networking skills

• Proficient in mobile applications and digital tools

Capitalize on your financial planning and sales skills as an RBC Investment and Retirement Planner.
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