Investment Planner in Thompson, MB

Elevate financial strategies with RBC as an Investment and Retirement Planner in Thompson, MB. Leverage your expertise and creativity to develop tailored investment solutions for clients.
In this role, you will provide world-class financial planning and investment advice, working closely with RBC clients. Your background in financial planning and strong networking skills will be integral as you acquire new clients and consolidate assets. Collaborate with internal partners for client referrals and connect clients with RBC teams to exceed their expectations.
Key Responsibilities:
• Offer customized financial planning advice
• Acquire and integrate new and existing clients
• Connect clients with appropriate RBC team members
• Develop referral sources through networking and marketing
Requirements:
• Financial Planning Designation (PFP®, CFP® or QAFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years in financial planning
• Proven client acquisition an...