Investment and Retirement Planner at RBC (Dryden)

Investment and Retirement Planner at RBC (Dryden)

10 Aug
|
RBC
|
Dryden

10 Aug

RBC

Dryden

Elevate your financial planning career with RBC as an Investment and Retirement Planner in Dryden, Canada. Cultivate client relationships and create tailored investment solutions to help clients achieve their financial goals. In this full-time role, you will leverage your Financial Planning Designation to provide expert advice and strategies for existing and potential RBC clients.

With a minimum of two years of financial planning experience, you will utilize your networking skills to connect clients and foster relationships. Support will come from internal partners referring clients your way, allowing you to focus on delivering world-class solutions that address client needs. Key Responsibilities:

- Provide tailored financial planning advice and solutions




- Acquire current clients and consolidate existing relationships
- Connect clients with RBC teams for ongoing support
- Develop external referral sources through marketing Requirements:
- Financial Planning Designation (PFP®, QAFP™, or CFP®)
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years of financial planning experience
- Proven networking and client acquisition skills
- Digital savvy with mobile applications Drive your success at RBC and deliver impactful financial advice to clients in Dryden.

📌 Investment and Retirement Planner at RBC (Dryden)
🏢 RBC
📍 Dryden

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