Join RBC as an Investment and Retirement Planner and help clients achieve financial success through personalized investment advice. Enjoy comprehensive support while networking and prospecting for clients.
This full-time role in Port Hope requires strong financial planning skills and the motivation to drive new sales. You will create custom investment solutions for a diverse client base and be supported by internal referrals. With at least two years of experience, a valid Financial Planning Designation, and a Mutual Funds License, you'll play a crucial role in shaping clients’ financial futures.
Key Responsibilities:
• Provide tailored financial planning solutions for clients
• Acquire recent clients and manage existing relationships
• Connect clients with RBC teams for ongoing support
• Build referral networks through marketing strategies
Requirements:
• Financial Planning Designation (QAFP, PFP, or CFP) necessary
• Mutual Funds License (IFIC or CSC) required
• Minimum 2 years’ experience in financial planning
• Networking and client acquisition skills are essential
• Proficient in mobile technologies and applications
Drive client success with RBC and play your part in the wealth management journey.
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📌 Financial Planner Career at RBC (Ontario)
🏢 RBC
📍 Ontario