Shape the future of clients' finances as an RBC Investment and Retirement Planner in Thompson, MB. Utilize your financial planning skills to provide bespoke investment solutions and advice.
Join RBC in this dynamic role where you will craft customized investment strategies for clients, guided by your knowledge and networking strength. Collaborate with internal partners to enhance client service and drive recent business. With at least two years of experience in financial planning, you will be key to client acquisition and retention efforts.
Key Responsibilities:
• Advise clients on personalized financial planning solutions
• Acquire new clients and manage existing relationships
• Facilitate connections with RBC resources for comprehensive support
• Network actively to cultivate external business referrals
Requirements:
• Financial Planning Designation (PFP®, CFP®, or QAFP®)
• Mutual Funds License (IFIC or CSC)
• 2+ years of financial planning experience
• Excellent networking and client relations capabilities
• Familiarity with digital tools and mobile applications
Leverage your financial expertise and networking talent to help clients reach their financial goals at RBC in Thompson.
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📌 RBC Investment and Retirement Planner (Manitoba)
🏢 RBC
📍 Manitoba