Investment Retirement Planner

Shape tailored investment solutions as an RBC Investment and Retirement Planner in Saskatoon, using financial planning and client acquisition skills. Build lasting relationships with clients.

This full-time RBC planner creates customized advice for prospective and existing clients. You will use investment and portfolio solutions, including proprietary and select third-party mutual funds. The work combines prospecting, networking, referrals, and partner collaboration to support clients' long-term financial goals.

• Provide tailor-made financial planning advice and investment solutions
• Acquire and consolidate existing and new-to-RBC clients and assets
• Connect clients with appropriate RBC team members
• Develop external referrals through networking and marketing
• Use centres of influence to build business referrals

• Hold PFP, CFP, or QAFP designation
• Hold an IFIC or CSC Mutual Funds License
• Bring at least two years of financial planning experience
• Demonstrate networking and client acquisition skills
• Cultivate strong partner relationships and use mobile applications

Apply financial planning, networking, and investment expertise to help RBC clients pursue long-term goals in Saskatoon.