RBC is seeking an Investment and Retirement Planner to craft custom investment solutions for clients. You will prospect, network, and collaborate with internal partners who refer clients to you to help clients reach long-term financial goals.
Responsibilities include delivering tailored financial planning, growing RBC client assets, connecting clients with the right RBC team, and developing external referral sources.
Experience in financial planning and licenses are required.
📌 Investment & Retirement Planner Flexible Schedule 100 Mile House
🏢 RBC
📍 100 Mile House
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