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 new 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 • Robust client acquisition competencies • Capacity to build lasting partner relationships
Leverage your financial expertise to excel at RBC Pembroke and drive client success. #J-18808-Ljbffr
📌 Investment Planner at RBC Pembroke (Lennox and Addington County)
🏢 RBC
📍 Lennox and Addington County
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