Financial Planner RBC

Position: Financial Planner with RBC
Explore a rewarding career as a Financial Planner at RBC in Yorkton, SK. Engage with clients to provide personalized investment strategies that align with their financial aspirations.

RBC is looking for a dedicated Investment and Retirement Planner to enhance its team in Yorkton. This full-time position involves delivering exceptional financial planning services, networking to create new client opportunities, and supporting existing clients through RBC’s extensive resources. Your key role will include showcasing your financial acumen and driving investment sales.

Key Responsibilities:

• Provide unique financial planning advice to clients

• Expand client base by acquiring new accounts

• Collaborate with RBC teams for client needs

• Foster business referrals through marketing and networking efforts

Requirements:

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

• Mutual Funds License (IFIC or CSC)

• Minimum 2 years in financial planning

• Ability to build strong relationships and networks

• Tech-savvy with mobile application use

Become part of RBC’s commitment to client success in a supportive, innovative environment.
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