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 robust 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 new 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. #J-18808-Ljbffr

📌 Financial Planner Career at RBC (Winnipeg)
🏢 RBC
📍 Winnipeg