Investment Planner Intern at RBC (Alberta)

Investment Planner Intern at RBC (Alberta)

30 Sep
|
Clark Builders
|
Alberta

30 Sep

Clark Builders

Alberta

Elevate your finance career as an Investment Planner Intern at RBC in Red Deer. This full time role focuses on custom investment solutions and client relationship building.

RBC is looking for a motivated intern to assist in providing tailored financial planning advice. You will engage in prospecting, networking, and connecting clients with essential RBC resources. With two years of experience in financial planning, you will utilize your Mutual Funds License to drive investment sales and establish fruitful partner relationships.

Key Responsibilities:
• Deliver personalized investment solutions to clients
• Acquire and consolidate clients to boost RBC's assets
• Connect clients with suitable RBC team members
• Develop business referrals through strategic networking

Requirements:
• Mutual Funds License (IFIC or CSC) required
• Minimum 2 years in financial planning experience
• Proven skills in client acquisition and networking
• Robust partner relationship cultivation
• Digital savvy for effective mobile application usage

Bring your skills in client-centric financial planning and creativity to RBC as an Investment Planner Intern.
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📌 Investment Planner Intern at RBC (Alberta)
🏢 Clark Builders
📍 Alberta

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