Shape financial futures for clients as an RBC Investment and Retirement Planner. Utilize your expertise in financial planning and networking to offer tailored investment solutions.

RBC is seeking an experienced Investment and Retirement Planner. Your role will focus on creating personalized financial strategies for clients, leveraging internal referrals and your networking strengths. By developing relationships and utilizing a diverse range of investment options, you'll help clients reach their long-term financial milestones.

Key Responsibilities:
• Provide customized financial planning and investment advice
• Acquire recent clients and consolidate existing account assets
• Connect clients with relevant RBC team members
• Develop business referrals through networking and influence

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 abilities
• Digital savvy with mobile application usage

Become an integral part of RBC, utilizing your planning expertise to make a meaningful impact on clients' financial journeys.
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📌 Investment and Retirement Planner at RBC (British Columbia)
🏢 RBC
📍 British Columbia