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

📌 Rbc Investment Planner In Port Hope Cobourg (Canada)
🏢 RBC
📍 Canada