Become an integral part of RBC as a Financial Planner in Thompson, MB. Leverage your experience in the financial services industry to craft personalized investment strategies for clients.
RBC seeks a passionate Investment and Retirement Planner to serve the Thompson market. In this full-time position, you will provide tailored investment solutions, supported by a team committed to client success. Your networking skills and financial planning expertise will drive recent client acquisitions and strengthen existing relationships in a collaborative environment.
Key Responsibilities:
• Deliver customized financial planning solutions using various investment products • Expand client base and consolidate services for existing customers • Partner with RBC team members to address client needs • Grow business networks through targeted marketing efforts
Requirements: • Financial Planning Designation (PFP®, CFP®, or QAFP®) • Mutual Funds License (IFIC or CSC) • At least 2 years of experience in financial planning • Strong networking and relationship-building skills • Comfort with digital technology and applications
Bring your financial expertise and creativity to RBC in Thompson, where you can make a difference in clients' financial journeys. #J-18808-Ljbffr