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 prospects, ensuring clients receive world-class financial advice tailored to their long-term goals. Key Responsibilities:
Provide tailored financial planning advice and investment solutions
Acquire current 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
Robust partner relationship cultivation ability Utilize your financial expertise and networking skills to drive success as an Investment and Retirement Planner with RBC.

📌 Investment And Retirement Planner At Rbc Oshawa (Canada)
🏢 RBC
📍 Canada