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 strong financial planning skills and the motivation to drive current 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.

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