Craft bespoke investment plans as an Investment Planner with RBC in Pembroke, Canada. Candidates should possess 2-3 years of mutual fund sales experience and hold or be close to completing a Financial Planning designation.
As an RBC Planner, you will design customized financial solutions, supported by a strong referral network from internal teams. Your creativity and commitment will drive current investment sales while helping clients meet their long-term financial objectives. You will have access to leading investment solutions to provide insightful advice tailored to each client's needs.
Key Responsibilities:
• Develop personalized financial solutions using diverse investment options
• Acquire new clients and enhance existing asset portfolios
• Liaise with key RBC team members for client assistance
• Foster business connections through effective networking
Requirements:
• Financial Planning Designation (PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ in financial planning roles
• Strong client acquisition competencies
• Capacity to build lasting partner relationships
Leverage your financial expertise to excel at RBC Pembroke and drive client success.
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