Shape tailored investment solutions as an RBC Investment and Retirement Planner in Blind River, using financial planning and client advice.
You will advise prospective and existing RBC clients with customized investment solutions. The full time position combines prospecting, networking, referrals, and asset consolidation. It suits someone motivated by recent investment sales, business development, and long term financial goals.
Key Responsibilities: Provide tailored financial planning advice and investment solutions
Use proprietary and third party mutual fund solutions
Acquire and consolidate new and existing client assets
Connect clients with appropriate RBC team members
Develop referral sources through networking and marketing
Requirements: Adaptability in changing client and business situations
Business development and networking capability
Client centric approach to financial planning
Curiosity when understanding client investment needs
Motivation and drive for new investment sales
Apply financial planning, investment advice, and business development skills while serving RBC clients in Blind River.

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