Join RBC as a Senior Investment and Retirement Planner in Victoria and shape clients' financial futures. Leverage your financial planning skills to deliver exceptional client service. This senior role focuses on crafting personalized investment strategies for RBC clients while enhancing your networking and marketing abilities.

Your background in financial planning will be essential in providing bespoke solutions using both proprietary and select third-party investment options. Connecting clients to RBC resources ensures they achieve long-lasting financial success is your priority. Key Responsibilities:

- Deliver tailored investment solutions aligning with client goals
- Acquire and retain clients to consolidate assets effectively




- Collaborate with RBC team members for optimal client service
- Foster referral sources through qualified networking efforts

Requirements:

- Comprehensive Financial Planning Designation (PFP®, QAFP™, CFP®)
- Valid Mutual Funds License (IFIC or CSC)
- At least 2 years of financial planning experience
- Effective networking and client development skills
- Proficient with digital technology and mobile applications

Direct your financial planning expertise to make a meaningful impact at RBC in Victoria.

📌 Senior Financial Planner at RBC (Victoria)
🏢 RBC
📍 Victoria