RBC is seeking an Investment and Retirement Planner in North Dundas, Canada. Create customized investment solutions while benefiting from robust internal support for client referrals.
As an Investment Planner at RBC, you will leverage your financial planning designation and networking skills to help clients achieve their long-term goals. This role requires at least 2 years of financial planning experience and proficiency in utilizing digital tools for effective client engagement. You will also develop and maintain robust client relationships, ensuring they receive the best service.
Key Responsibilities:
• Provide tailor-made investment planning advice and solutions
• Acquire and consolidate new and existing RBC clients
• Connect clients with appropriate RBC support teams
• Develop referral sources through networking and marketing efforts
Requirements:
• Financial Planning Designation (QAFP, PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience in financial planning
• Proven client acquisition and networking skills
• Solid relationship-building abilities
Bring creativity, motivation, and a client-first approach to help RBC clients thrive.
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📌 Investment Planner at RBC North Dundas (Stormont, Dundas and Glengarry United Counties)
🏢 RBC
📍 Stormont, Dundas and Glengarry United Counties