Join RBC as a Financial Planner, specializing in Investment and Retirement strategies in the Ottawa Valley Region. Your financial planning expertise will aid clients in achieving significant investment goals. We are looking for candidates with 2-3 years of mutual fund sales experience and a Financial Planning designation (CFP or PFP).

Within this full-time role, you will engage in personalized financial advising, leveraging internal referrals and your own networking efforts. Your commitment to client success will be key in providing tailored financial advice. Key Responsibilities:

- Create customized financial and investment solutions
- Consolidate recent and existing client relationships
- Engage in effective networking for new business sources
- Collaborate with RBC teams to meet client needs Requirements:
- Financial Planning Designation (PFP or CFP)
- Mutual Funds License (IFIC or CSC)
- At least 2 years in financial planning
- Excellent networking and client acquisition abilities
- Ability to utilize digital technology effectively Channel your financial planning skills to elevate RBC clients' investment strategies in Pembroke.

📌 Financial Planning Career with RBC (Northeastern Ontario)
🏢 RBC
📍 Northeastern Ontario