Become an RBC Investment and Retirement Planner in beautiful Victoria, Canada. Create unique investment solutions to assist clients in realizing their financial aspirations. As an Investment Solutions Planner at RBC, you will provide exceptional financial planning advice tailored to meet client needs.
Your role involves acquiring new clients, consolidating their assets, and building a network of referrals through strategic marketing efforts. Collaboration is key, as you’ll connect clients with the right RBC team members to fulfill their financial goals. Key Responsibilities:
- Develop customized financial strategies for clients using diverse investments
- Expand RBC's client base and consolidate existing assets
- Collaborate with RBC team members to serve client needs
- Build external referral sources through networking and community engagement
Requirements:
- Financial Planning Designation (PFP®, QAFP™, CFP®)
- Mutual Funds License (IFIC or CSC)
- At least 2 years in financial planning
- Demonstrated client acquisition and networking skills
- Robust digital literacy and mobile tool utilization
Empower clients with strategic financial advice and solutions at RBC in Victoria.
📌 Investment Solutions Planner RBC (Victoria)
🏢 RBC
📍 Victoria