Elevate your financial advisory career with RBC as an Investment and Retirement Planner. Use cutting-edge investment strategies to help clients meet their long-term financial objectives in Kingston, Canada.
In this full-time role, you will create customized investment solutions for both prospective and existing RBC clients. Your networking and prospecting efforts will be complemented by support from dedicated internal partners who will refer clients to you, allowing for growth in your business. The position emphasizes creativity and motivation in securing recent investment sales through world-class financial advice.
Key Responsibilities:
• Provide tailored financial planning advice and investment solutions




• Acquire and consolidate recent and existing clients
• Collaborate with RBC team members to meet client needs
• Develop networking and external business referral sources
Requirements:
• Financial Planning Designation (QAFP, PFP®, or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ financial planning experience
• Solid networking and client acquisition abilities
• Digital savviness with mobile applications
Bring your expertise in financial planning and client relations to RBC in Kingston.
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📌 Investment And Retirement Planner At Rbc Kingston
🏢 RBC
📍 Kingston