Investment Planner at RBC

Elevate your financial advisory career with RBC as an Investment and Retirement Planner in Vancouver. Utilize your expertise to build relationships and provide bespoke investment solutions to clients.

RBC is seeking an experienced Investment and Retirement Planner to support the Vancouver East market. In this full-time role, you'll leverage your mutual funds license and networking skills to acquire new clients and consolidate existing portfolios. Collaborating with internal partners to gain client referrals, you will create strategies that cater to long-term financial goals.

Key Responsibilities:

• Provide customized financial planning advice to clients

• Acquire and consolidate both new and existing clients

• Connect clients with RBC team members for support

• Develop business referral sources through networking

Requirements:

• Mutual Funds License (IFIC or CSC) is required

• At least 2 years of experience in financial planning

• Proven skills in client acquisition and networking

• Fluent in Punjabi considered an asset

Be a part of RBC's team, helping clients achieve their financial aspirations.
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