RBC seeks an Investment and Retirement Planner in Thunder Bay, using financial planning and networking to create custom investment solutions. This is a full time position with a flexible work schedule based on client preferences and work life balance.

You will advise prospective and existing RBC clients through tailor made financial planning solutions. The role focuses on investment sales, client acquisition, asset consolidation, and referral development. You will use mutual fund and portfolio solutions while connecting clients with RBC team members. Digital mobile applications support your client work.

Key Responsibilities:

- Provide tailor made financial planning advice and solutions
- Acquire and consolidate current and existing client assets




- Connect clients with appropriate RBC team members
- Develop referrals through networking and marketing
- Use investment and portfolio solutions for clients

Requirements:

- Financial Planning Designation, QAFP, PFP or CFP
- 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

Bring financial planning, networking, and client acquisition expertise to RBC’s investment and retirement planning team in Thunder Bay.

📌 RBC Investment Retirement Planner (Canada)
🏢 Royal Bank of Canada
📍 Canada