Investment Planner at RBC

Shape financial futures as an Investment Planner for RBC in Thompson, MB. Deliver tailored investment solutions to clients, backed by a robust support network and innovative technology.

As an RBC Investment and Retirement Planner, you'll leverage your financial expertise to create customized strategies for clients, whether they are new to RBC or existing customers.

Your role involves proactive networking, building strong referral sources, and collaborating with team members to provide exceptional service that meets diverse client needs.

Key Responsibilities:

• Deliver personalized financial planning and investment advice

• Acquire new clients while consolidating existing assets

• Connect clients with appropriate RBC resources

• Build a network for business referrals and marketing

Requirements:

• Certified Financial Planner (PFP®, CFP®, or QAFP®) designation

• Valid Mutual Funds License (IFIC or CSC)

• At least 2 years of financial planning experience

• Strong networking and client acquisition skills

• Digital savviness and mobile application proficiency

Bring your financial expertise and networking ability to the RBC team in Thompson to make an impact in clients' lives.
#J-18808-Ljbffr