Elevate your career as an RBC Investment and Retirement Planner in Ottawa, Canada. Drive client success with custom investment solutions and exceptional financial planning support.

This full time position is tailored for those with a passion for financial advising, particularly in investment and retirement planning. You'll need expertise in providing tailored advice and a robust networking approach, backed by a world-class team. Your ability to engage new clients and cultivate relationships with existing ones will ensure mutual success.

Key Responsibilities:
• Provide tailored financial planning advice to clients
• Acquire and consolidate new clients and assets
• Connect clients with appropriate RBC team members
• Develop business referral sources through networking

Requirements:
• Financial Planning Designation (PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience
• Proven networking and client acquisition skills
• Solid partner relationship cultivation abilities

Capitalize on your financial expertise and client engagement skills to thrive at RBC, shaping your future and that of your clients.
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📌 Investment Planner At Rbc Ottawa Quebec City
🏢 RBC
📍 Quebec City