Shape financial futures as an RBC Investment and Retirement Planner. Utilize your expertise to create tailored investment solutions for clients and benefit from robust internal support.

At RBC, you will engage in client prospecting and networking while receiving referrals from internal partners. This full-time role requires a minimum of two years in financial planning alongside your Financial Planning Designation and Mutual Funds License. Your creativity and motivation will empower clients to meet their long-term goals through world-class advice and services.

Key Responsibilities:
• Deliver customized financial planning using investment strategies
• Acquire and maintain relationships with existing and new clients




• Connect clients to the right RBC teams for ongoing needs
• Develop referral sources through marketing and networking

Requirements:
• Valid Financial Planning Designation (QAFP, PFP, or CFP)
• Mutual Funds License (IFIC or CSC) required
• Minimum 2 years' experience in financial planning
• Proven networking and client acquisition skills
• Digital-savvy with mobile application proficiency

Leverage your skills in financial planning and client relationships to thrive at RBC in Port Hope.
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📌 RBC Investment Planner in Port Hope (Ontario)
🏢 RBC
📍 Ontario