Elevate your financial career as an RBC Investment and Retirement Planner in Victoria, Canada. Empower clients with customized investment solutions and world-class financial guidance.

As an RBC Investment Planner, you will use your expertise in financial planning and client acquisition to support both existing and prospective clients. With a strong foundation in networking, you’ll develop business referrals and connect clients to our dedicated team members. Your role includes tailoring advice using top-tier investment solutions to help clients meet their long-term financial objectives.

Key Responsibilities:



• Provide customized financial planning advice using diverse investment solutions • Acquire recent RBC clients and consolidate existing assets • Connect clients with suitable RBC team members • Develop business referral sources through networking and marketing

Requirements: • Financial Planning Designation (PFP®, QAFP™, CFP®) • Mutual Funds License (IFIC or CSC) • Minimum 2 years’ experience in financial planning • Proven networking and client acquisition skills • Digital proficiency for effective mobile app utilization

Utilize your financial expertise to guide clients toward their goals at RBC in Victoria. #J-18808-Ljbffr

📌 RBC Investment Planner Victoria (Winnipeg)
🏢 RBC
📍 Winnipeg