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 recent-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 agile team in Richmond.
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📌 Investment Planner At Rbc Richmond British Columbia (Canada)
🏢 RBC
📍 Canada