Join RBC as a Financial Planner in the Pembroke Region, where you will create notable investment and retirement solutions. This role requires at least 2-3 years of mutual fund sales experience and a Financial Planning designation.

In this position, you’ll develop personalized investment strategies for RBC clients, backed by your prospecting efforts and internal referral support. Your drive and creativity will be crucial for achieving sales goals and providing clients with world-class financial advice. You'll work with a diverse array of investment options to tailor solutions that align with clients' financial aspirations.

Key Responsibilities:
• Offer tailored investment planning solutions to clients
• Build and maintain client asset portfolios




• Work collaboratively with RBC team members
• Network to create business opportunities and referrals

Requirements:
• Financial Planning Designation (PFP® or CFP®)
• Licensed in mutual funds (IFIC or CSC)
• Minimum 2 years of experience in financial planning
• Excellent networking and relationship management skills
• Digital proficiency with mobile applications

Utilize your financial planning skills to enhance client relationships at RBC in Pembroke.
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📌 RBC Financial Planner Pembroke Region (Ontario)
🏢 RBC
📍 Ontario