Investment Planner House

Position: Investment Planner at RBC 100 Mile House
Join RBC as an Investment Planner focusing on investment and retirement solutions in 100 Mile House, Canada. Create custom financial plans that resonate with clients' aspirations while benefiting from internal referrals.

In this full-time position, you will develop tailored investment strategies using a robust selection of portfolio solutions. With a proven track record in networking and client acquisition, your role is to enhance RBC's client relationships. You'll have access to a powerful support system and innovative tools to drive your success.

Key Responsibilities:

• Provide personalized financial planning and investment advice

• Acquire new clients and consolidate existing assets

• Connect clients with appropriate RBC members for ongoing support

• Develop business referrals via networking and marketing

Requirements:

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

• Mutual Funds License (IFIC or CSC)

• Minimum 2 years of financial planning experience

• Strong networking and client development skills

• Ability to utilize mobile applications effectively

Drive your career forward with RBC, where expertise and client-centered service matter.
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