Explore an impactful career as an RBC Investment and Retirement Planner, creating tailored financial solutions while enjoying robust support from internal partners. Drive your success in a client-focused environment with a flexible work schedule.
As an RBC Investment and Retirement Planner, you will leverage your expertise to provide customized financial strategies to both prospective and existing clients. This full time role requires a strong foundation in financial planning, networking skills, and the ability to collaborate effectively with RBC teams. Your creativity and motivation will be key to achieving financial goals for clients.
Key Responsibilities:
• Deliver tailor-made financial planning advice and solutions
• Acquire new clients and consolidate existing accounts




• Connect clients with RBC team members to meet their needs
• Develop external referral sources via networking and marketing
Requirements:
• Financial Planning Designation (QAFP, PFP®, CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years' experience in financial planning
• Proven networking and client acquisition skills
• Digital savviness to utilize mobile applications
Contribute your networking prowess, financial planning acumen, and client-centric approach to excel at RBC.
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📌 Investment and Retirement Planner Position (Leeds and Grenville United Counties)
🏢 RBC
📍 Leeds and Grenville United Counties