RBC Investment Retirement Planner

Shape tailored investment solutions in Saskatoon as an RBC Investment and Retirement Planner using financial planning and networking skills. Full-time work supports client-focused advice.

This RBC planner role creates custom solutions for prospective and existing clients. You will use investment and portfolio solutions, acquire client assets, and connect clients with appropriate RBC team members. The position also develops referral sources through networking, marketing, and centres of influence.

Key Responsibilities:

• Provide tailor-made financial planning advice and investment solutions
• Acquire and consolidate new and existing client assets
• Connect clients with appropriate RBC team members
• Develop external referrals through networking and marketing
• Use centres of influence to build referral sources

Requirements:

• Hold PFP, CFP, or QAFP Financial Planning Designation
• Maintain an IFIC or CSC Mutual Funds License
• Bring at least two years of financial planning experience
• Demonstrate networking and client acquisition skills
• Cultivate strong partner relationships and use mobile applications

Bring financial planning, client acquisition, and relationship-building skills to RBC’s investment and retirement planning practice in Saskatoon.

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