Investment and Retirement Planner at RBC

Empower clients with tailored investment solutions as an RBC Investment and Retirement Planner in Red Deer, Canada. Utilize your financial planning expertise to meet diverse client needs and drive sales.

RBC seeks an experienced Investment and Retirement Planner to provide custom financial strategies to clients.

Your role includes networking and utilizing the support of internal partners for client referrals. With a deep knowledge of investment solutions, you'll help clients achieve their long-term financial goals through exceptional service.

Key Responsibilities:

• Deliver tailor-made financial planning advice to clients

• Acquire and consolidate existing and prospective clients

• Collaborate with RBC team members to meet client needs

• Foster external business referrals through networking

Requirements:

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

• Mutual Funds License (IFIC or CSC)

• Minimum 2 years of financial planning experience

• Proven client acquisition and networking skills

• Strong partner relationship-building abilities

Utilize your financial expertise and networking skills to succeed as an RBC Investment and Retirement Planner in Red Deer.
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