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 recent-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 strong partner relationships and use mobile applications
Apply financial planning, networking, and investment expertise to help RBC clients pursue long-term goals in Saskatoon.