Shape tailored investment solutions as an RBC Investment and Retirement Planner in Saskatoon, using financial planning and client acquisition skills. Build lasting relationships with clients.
This full-time RBC planner creates customized advice for prospective and existing clients. You will use investment and portfolio solutions, including proprietary and select third-party mutual funds. The work combines prospecting, networking, referrals, and partner collaboration to support clients' long-term financial goals.
Key Responsibilities: Provide tailor-made financial planning advice and investment solutions
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with appropriate RBC team members




Develop external referrals through networking and marketing
Use centres of influence to build business referrals
Requirements: Hold PFP, CFP, or QAFP designation
Hold an IFIC or CSC Mutual Funds License
Bring at least two years of financial planning experience
Demonstrate networking and client acquisition skills
Cultivate solid partner relationships and use mobile applications
Apply financial planning, networking, and investment expertise to help RBC clients pursue long-term goals in Saskatoon.

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📌 RBC Investment Retirement Planner (Saskatchewan)
🏢 RBC
📍 Saskatchewan