Step into a rewarding career at RBC in Charlottetown as an Investment Planner focused on tailored financial strategies for clients. Utilize your expertise in investment solutions while building a robust client base.
In this full time role, you will use your Financial Planning Designation and mutual funds license to provide bespoke strategies that meet unique client needs. With your proven networking skills and minimum two years’ experience, you will work collaboratively with RBC teams to enhance client experiences. Your ability to navigate digital tools will foster solid contributor relationships and facilitate seamless service delivery.
Key Responsibilities:
• Deliver customized financial planning advice to clients
• Acquire and consolidate assets from diverse clients
• Collaborate with RBC teams to optimize client outcomes
• Generate business referrals through effective networking
Requirements:
• Financial Planning Designation (PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• At least 2 years of financial planning experience
• Robust client acquisition and networking skills
• Proficient in digital applications for client interaction
Leverage your investment expertise at RBC to guide clients in achieving their financial aspirations.
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📌 Investment Planner Role At Rbc Canada Prince Edward Island
🏢 RBC
📍 Prince Edward Island
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