Build custom investment solutions as an RBC Investment and Retirement Planner serving clients across Mississauga and Brampton. Use financial planning expertise and networking skills.

This full time position supports prospective and existing RBC clients with tailored investment advice and solutions. You will prospect independently while receiving referrals from internal partners. The work focuses on acquiring clients, consolidating assets, and helping clients pursue long-term financial goals through RBC investment and portfolio solutions.

Key Responsibilities:

- Provide tailored financial planning advice and investment solutions
- Acquire new and existing RBC clients and assets
- Connect clients with appropriate RBC team members




- Develop referral sources through networking and marketing
- Use centers of influence to grow external referrals

Requirements:

- Mutual Funds License through IFIC or CSC
- Minimum two years of financial planning experience
- Proven networking and client acquisition skills
- Ability to cultivate strong partner relationships
- Digital savviness using mobile applications effectively

Apply financial planning, networking, and client acquisition expertise to support RBC clients throughout Mississauga and Brampton.

📌 RBC Investment Retirement Planner (Oakville)
🏢 Angels My Way Home Care
📍 Oakville