Expert Investment Planner

Position: Expert Investment Planner at RBC
Join RBC as an Investment and Retirement Planner, crafting individualized financial plans backed by a collaborative network. Drive results with strategic advice and solutions.

As an RBC Investment and Retirement Planner, your focus will be on developing bespoke investment strategies for existing and new clients. With a minimum of two years in financial planning and relevant designations, you will take advantage of RBC's innovative offerings to support clients in achieving their long-term financial goals. Cultivating strong relationships and tapping into a network of referrals are essential components of your success in this role.

Key Responsibilities:

• Deliver custom financial planning advice using a range of investment solutions

• Acquire and integrate new clients and their assets into RBC

• Connect clients with relevant RBC team members for their financial needs

• Establish and nurture business referral networks through effective marketing

Requirements:

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

• Mutual Funds License (IFIC or CSC)

• Minimum 2 years’ experience in financial planning

• Proven skills in networking and client acquisition

• Comfort with digital tools and mobile applications

Utilize your financial planning expertise to empower clients while shaping your career path at RBC.
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