Investment Planner at RBC
Job in
Thompson, Manitoba, R8N, Canada
Listed on 2026-06-03
Listing for:
0000050007 Royal Bank of Canada
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Banking & Finance, Financial Sales
Job Description & How to Apply Below
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.
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