Investment Planner at RBC Financial Services, St. Albert

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 new-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