Elevate your financial expertise as an Investment and Retirement Planner with RBC in Pembroke, Canada. Ideal candidates will have a minimum of 2-3 years in mutual fund sales and a Financial Planning designation.

As an RBC Planner, you will create tailored investment solutions for both prospective and current clients. With support from internal partners for client referrals, your motivation and networking skills are vital in driving new investment sales. You'll leverage a unique portfolio of proprietary and third-party mutual funds to meet clients' long-term financial goals.

Key Responsibilities:
• Provide customized financial planning advice and solutions
• Acquire and consolidate clients and their assets




• Connect clients with appropriate RBC team members
• Develop business referral sources through networking

Requirements:
• Financial Planning Designation (PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience
• Proven client acquisition and networking skills
• Solid relationship-building abilities

Apply your expertise in financial planning and networking at RBC in Pembroke to support clients in achieving their financial aspirations.
#J-18808-Ljbffr

📌 Investment and Retirement Planner Pembroke (Ontario)
🏢 RBC
📍 Ontario