Investment Planner at RBC Financial Services (Alberta)

Elevate your career as an Investment and Retirement Planner with RBC. Deliver custom investment strategies to clients while enjoying comprehensive support and top-tier tools. As an RBC Planner, you will craft tailored financial solutions for clients, building on both referrals and your own prospecting efforts. You'll utilize a wide range of investment products, including exclusive RBC mutual funds, to meet diverse client needs. Your networking and relationship-building skills are crucial for acquiring both new and existing RBC clients. Key Responsibilities: • Provide customized financial planning advice to clients • Acquire and consolidate recent-to-RBC clients and assets • Connect clients with relevant RBC team members • Develop external business networks and referral sources • Utilize innovative technology to enhance service delivery Requirements: • Financial Planning Designation (PFP® or CFP®) • Mutual Funds License (IFIC or CSC) • Minimum 2 years of financial planning experience • Proven networking and client acquisition skills • Digital proficiency with mobile applications Maximize your potential with RBC's investment planning expertise, delivering exceptional client service and tailored financial solutions. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pllgq