Elevate your career with RBC as a Financial Planner, crafting personalized investment strategies for clients. Your ability to network and acquire clients will be vital in achieving their financial goals.
This full-time investment and retirement planner position is based in King, Canada. You will engage with both recent and existing clients, leveraging your financial planning designation to deliver tailored solutions backed by RBC’s extensive portfolio. Collaborating with internal teams, you'll ensure that your clients' needs are met continuously.
Key Responsibilities:
• Offer tailor-made investment solutions to clients
• Acquire new clients while consolidating existing assets
• Connect clients with appropriate RBC specialists
• Build external referral sources through networking
Requirements:
• Financial Planning Designation (QAFP, PFP®, CFP® or CIFP)
• Mutual Funds License (IFIC or CSC)
• At least 2 years’ experience in financial planning
• Strong networking and client acquisition abilities
• Comfortable using digital tools and applications
Utilize your expertise to provide world-class advice that empowers clients at RBC.
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📌 RBC Financial Planner Role in King
🏢 RBC
📍 King