Investment Planner

Position: Investment Planner at RBC
Elevate your finance career as an RBC Investment and Retirement Planner in Thompson, MB. Your expertise in financial planning and investment sales will help clients reach their financial goals.

RBC is looking for a financial planner to create tailored investment solutions for clients in Thompson. You will work closely with internal partners and your networking efforts to acquire and consolidate new and existing clients. The role demands a combination of creativity, motivation, and a commitment to delivering exceptional service in the financial services sector.

Key Responsibilities:

• Provide customized financial planning advice tailored to client needs

• Acquire new clients and consolidate existing clients' assets

• Connect clients with appropriate RBC team members for ongoing support

• Develop referral sources through networking and marketing

Requirements:

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

• Mutual Funds License (IFIC or CSC)

• Minimum 2 years of financial planning experience

• Proven client acquisition and networking skills

• Digital proficiency with mobile applications

Use your financial planning expertise and networking skills to deliver world-class investment solutions at RBC in Thompson.
#J-18808-Ljbffr