Use financial planning and investment expertise as an RBC Investment and Retirement Planner in Thunder Bay, supporting clients with tailored solutions.

You will advise prospective and existing RBC clients using investment and portfolio solutions. The full time planner acquires clients and assets, builds referral sources, and connects clients with appropriate RBC partners. Your work supports clients’ long-term financial goals through personalized advice and relationship development.

Key Responsibilities:
Provide tailored financial planning advice and investment solutions
Acquire and consolidate recent and existing client assets
Connect clients with appropriate RBC team members
Develop referral sources through networking and marketing
Support clients’ long-term financial goals with advice

Requirements:
Hold QAFP, PFP®, or CFP® designation
Maintain IFIC or CSC Mutual Funds License
Bring minimum two years’ financial planning experience
Demonstrate networking and client acquisition skills
Effectively use mobile applications and digital technology

Bring investment advice, client acquisition, and financial planning expertise to RBC clients in Thunder Bay through personalized solutions.

📌 Rbc Investment Retirement Planner Northeastern Ontario
🏢 RBC
📍 Northeastern Ontario