Investment Planner Unlimited Potential

Position: RBC Investment Planner with Unlimited Potential
Elevate your career with RBC as an Investment and Retirement Planner. Leverage your financial expertise to offer bespoke solutions for both existing and potential clients, supported by a dynamic team.

RBC is seeking an Investment and Retirement Planner to cultivate relationships and design tailored financial planning strategies. You will utilize your networking skills to grow a robust client base while collaborating with internal partners for client referrals. This position offers accessible training and the tools for you to thrive in investment sales and client satisfaction.

Key Responsibilities:

• Provide custom financial planning solutions to clients

• Acquire and consolidate new and existing RBC clients

• Connect clients with appropriate RBC team members

• Network to develop external business referral sources

Requirements:

• Financial Planning Designation (PFP or CFP)

• Mutual Funds License (IFIC or CSC)

• At least 2 years of financial planning experience

• Proven client acquisition and networking skills

• Ability to build strong partner relationships

Shape the financial future for your clients with RBC's personalized investment solutions and support.
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