# RBC Investment and Retirement Planner

**Company**: Royal Bank of Canada (RBC)
**Location**: Thunder Bay, Ontario
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/THUNDER-BAY-Ontario-Canada/Financial-Planner-Investment-and-Retirement-Planning_R-0000191898?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_e4b273f3-032

## Description

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients.

Your responsibilities include:

- Providing tailor-made financial planning advice and solutions using a range of investment and portfolio solutions

- Acquiring and consolidating existing and new-to-RBC clients and assets

- Connecting clients with the right RBC team members to continuously meet their needs

- Developing external business referral sources through networking, marketing, and centres of influence

To succeed in this role, you will need:

- Financial Planning Designation (QAFP, PFP or CFP)

- Mutual Funds License (IFIC or CSC)

- Minimum 2 years' experience in financial planning

- Proven networking and client acquisition skills

- Ability to cultivate strong partner relationships

- Digital savviness and ability to effectively utilize mobile applications

In return, RBC offers:

- A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options

- World-class training programs and career development opportunities

- A flexible work schedule based on client preferences and your own work/life balance

- Innovative mobile technology to ensure your success

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## Skills

### Required
- Financial Planning
- Investment
- Client Acquisition
- Networking
- Digital Literacy

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/THUNDER-BAY-Ontario-Canada/Financial-Planner-Investment-and-Retirement-Planning_R-0000191898?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)