Elevate client financial success as an Investment Planner at RBC in 100 Mile House, Canada. You'll create bespoke investment solutions supported by internal referrals while pursuing current client opportunities.
This full-time role requires a motivated financial planner with expertise in client acquisition and networking. You will leverage an extensive range of investment options, including proprietary and select third-party mutual funds. Success hinges on your interpersonal skills, creativity, and ability to connect clients with RBC's resources for ongoing support.
Key Responsibilities:
• Provide customized financial planning solutions for clients
• Acquire and consolidate both new and existing clients




• Connect clients with appropriate RBC team specialists
• Develop networking and external referral channels
Requirements:
• Financial Planning Designation (PFP®, QAFP™, or CFP®)
• Mutual Funds License (IFIC or CSC)
• At least 2 years in financial planning
• Proven skills in networking and client acquisition
• Digital proficiency in utilizing mobile applications
Bring your expertise in financial planning and strong relationship-building to create value for RBC clients.
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📌 RBC Investment Planner Opportunity (Williams Lake)
🏢 RBC
📍 Williams Lake