Financial Planner, Investment and Retirement Planning

Job Description

We are seeking candidates for current and future Investment and Retirement Planner positions across the Durham Region. Candidates must have a minimum of 2–3 years of licensed mutual fund sales experience and hold a Financial Planning designation (CFP or PFP) or be close to completion. Qualified applicants will be contacted for a more detailed review of their resume.

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals to you. 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.

Responsibilities

• Provide tailor‑made financial planning advice and solutions using our unparalleled array of investment and ...