Unlock financial growth as an Investment and Retirement Planner with RBC in Oshawa, Canada. This role demands exceptional financial planning skills and a proactive client acquisition approach.
As an RBC Investment and Retirement Planner, you will create customized investment solutions for clients while leveraging referrals from internal partners. You will employ your expertise to consolidate existing clients and tap into new business opportunities, ensuring clients receive world-class financial advice tailored to their long-term goals.
Key Responsibilities:
• Provide tailored financial planning advice and investment solutions
• Acquire recent clients and consolidate existing RBC assets
• Connect clients with appropriate RBC team members




• Develop external referral sources through networking and marketing
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
• Strong partner relationship cultivation ability
Utilize your financial expertise and networking skills to drive success as an Investment and Retirement Planner with RBC.
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📌 Investment and Retirement Planner at RBC (Oshawa)
🏢 RBC
📍 Oshawa