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 recent 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