Investment Planner North Battleford

Position: Investment Planner at RBC North Battleford
Location: North Battleford

Elevate your finance career as an Investment and Retirement Planner at RBC in North Battleford, SK. Leverage your financial planning expertise to provide tailored investment solutions while benefiting from strong internal support.

In this full-time role with RBC, you will need a Financial Planning Designation and proven networking skills to attract and retain clients. You'll develop custom investment strategies using a broad array of solutions, ensuring clients achieve their long-term financial goals. This position also offers opportunities for career development and financial rewards based on performance.

Key Responsibilities:

• Provide customized financial plans using various investment solutions

• Acquire and consolidate existing and new clients

• Connect clients with RBC team members for support

• Develop external business referrals through networking

Requirements:

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

• Mutual Funds License (IFIC or CSC)

• 2+ years of financial planning experience

• Proven client acquisition and networking abilities

• Strong digital skills and fluency in English

Use your expertise in financial planning and networking to help RBC clients thrive in North Battleford.
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