Explore a rewarding career as an Investment Planner with RBC in Colwood, Canada. Providing tailored financial planning advice and leveraging creative investment solutions, you'll help clients achieve their financial goals.

As an RBC Investment Planner, you will utilize your expertise in financial planning and investment strategies to cultivate new and existing client relationships. The role encompasses building a strong referral network while delivering exceptional investment solutions using both proprietary and select third-party mutual funds. Networking and collaboration with RBC team members are vital for meeting client needs effectively.

Key Responsibilities:



• Create customized investment solutions for clients • Acquire and consolidate existing and potential RBC clients • Develop external business networks through marketing efforts • Connect clients with RBC team members for ongoing support • Utilize innovative mobile technology to enhance client service

Requirements: • Financial Planning Designation (PFP®, QAFP™, or CFP®) • Mutual Funds License (IFIC or CSC) • Minimum 2 years of experience in financial planning • Proven networking and client acquisition skills • Robust digital skills for mobile application use

Leverage your expertise in financial planning and investment sales to excel at RBC in Colwood.

📌 Investment Planner at RBC in Colwood (Edmonton)
🏢 RBC
📍 Edmonton