Join RBC as an Investment and Retirement Planner, delivering customized investment solutions to clients. Your networking and financial planning expertise will drive client success and your career forward.
In this full-time role based in King, Canada, you will utilize your Financial Planning Designation to provide tailor-made advice to both existing and prospective RBC clients. You will be supported by internal partners for client referrals, allowing you to focus on building strong relationships and driving sales through your creative solutions.
Key Responsibilities:
• Provide customized financial planning advice to clients
• Acquire and consolidate recent and existing client assets
• Connect clients with appropriate RBC team members
• Develop referral sources through networking and marketing
Requirements:
• Financial Planning Designation (QAFP, PFP®, CFP® or CIFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years' experience in financial planning
• Proven networking and client acquisition skills
• Digital savviness in mobile applications
Leverage your investment expertise and client-centric approach to help clients thrive at RBC.
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📌 Investment and Retirement Planner at RBC (Ontario)
🏢 RBC
📍 Ontario