Elevate your financial advisory career as an Investment and Retirement Planner with RBC in Richmond, Canada. Create personalized investment solutions while leveraging internal supports and client referrals.

RBC is seeking a skilled Investment Planner committed to delivering tailor-made financial planning advice. You will utilize a wide array of investment solutions, acquiring and consolidating new-to-RBC clients. In addition, you will nurture relationships and develop business referrals through networking and marketing initiatives.

Key Responsibilities: • Provide custom financial planning advice using diverse investment options • Acquire recent clients and consolidate assets within RBC • Connect clients with appropriate RBC team members for ongoing needs • Develop networking relationships and external business referrals

Requirements: • Financial Planning Designation (PFP®, QAFP™ or CFP®) • Mutual Funds License (IFIC or CSC) • Minimum of 2 years’ financial planning experience • Proven networking and client acquisition skills • Digital savviness and mobile application proficiency

Drive investment success and client satisfaction as part of RBC's dynamic team in Richmond. #J-18808-Ljbffr

📌 Investment Planner at RBC Richmond (Winnipeg)
🏢 RBC
📍 Winnipeg