Job Description
What is the opportunity?
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Your creativity, motivation, and drive for new investment sales will enable you to provide world‑class advice and solutions that help clients achieve their long‑term financial goals.
What will you do?
- Provide tailor‑made financial planning advice and solutions using our investment and portfolio offerings, including proprietary and select third‑party mutual funds
- Acquire and consolidate existing and new‑to‑RBC clients and assets
- Connect clients with the right RBC team members to continuously meet their evolving needs
- Develop external business referral sources through networking, marketing and personal influence
What do you need to succeed?
- Financial Planning Designation (QAFP, PFP® or CFP®)
Ready to Apply?
Take the next step in your AI career. Submit your application to RBC today.
Submit Application