Investment and Retirement Planner

Position: Investment and Retirement Planner at RBC
Join RBC as an Investment and Retirement Planner, specializing in creating unique financial solutions that empower clients to achieve their investment goals. This dynamic role focuses on building a vast client network through effective prospecting.

In this position, you'll foster relationships while leveraging RBC's diverse investment products to provide exceptional financial advice. You will capitalize on your networking skills to draw in new clients and maintain the satisfaction of existing ones. Collaborate with a cohesive and innovative team to further enhance your impact.

Key Responsibilities:

• Develop custom financial planning strategies for clients

• Acquire new clients while consolidating existing relationships

• Collaborate with RBC team members to support client needs

• Build business referral networks through marketing initiatives

Requirements:

• Financial Planning Designation (PFP or CFP) essential

• Mutual Funds License (IFIC or CSC) required

• Minimum 2 years in the financial planning field

• Proven client acquisition and networking skills

• Ability to foster strong working relationships

Unlock a rewarding career with RBC, delivering personalized financial planning solutions to clients.
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