Become a Senior Investment Planner with RBC in Scugog, Canada, where you’ll craft bespoke investment strategies for clients. Your role focuses on facilitating long-term financial growth for your clients.
This full time position requires you to deliver personalized financial planning solutions while leveraging RBC’s extensive portfolio offerings. You’ll engage existing clients and attract recent ones while collaborating with RBC teams to meet diverse client needs. Building solid referral networks through marketing and personal influence is essential.
Key Responsibilities:
• Create customized investment solutions for clients
• Acquire clients and consolidate their investments with RBC




• Connect clients to appropriate RBC resources for ongoing support
• Build external referral networks via effective networking
Requirements:
• Financial Planning Designation (QAFP, PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum of 2 years in financial planning
• Demonstrated success in client acquisition and networking
• Proficient in digital tools and mobile app use
Utilize your skills in financial planning and relationship building at RBC in Scugog to drive client success.
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📌 Senior Investment Planner Rbc Scugog Regional Municipality Of Durham
🏢 RBC
📍 Regional Municipality of Durham