Overview

Join RBC as an Investment and Retirement Planner, customizing investment plans for clients. Use your networking prowess to build lasting client relationships and achieve financial success. This position invites you to craft unique financial strategies for RBC clients, leveraging an array of proprietary and third-party investment solutions.

Responsibilities

• Tailor financial advice using diverse investment options
• Acquire clients and consolidate financial assets
• Establish connections with RBC team members for client needs
• Network actively to build external business referrals

Requirements

• PFP® or CFP® Financial Planning Designation
• IFIC or CSC Mutual Funds License
• At least 2 years in financial planning
• Robust client acquisition and networking skills
• Ability to utilize mobile applications effectively

Bring your financial acumen to RBC, helpin...