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Financial Planning, Investment Retirement Planner

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0000050007 Royal Bank of Canada
πŸ“ Perth, Canada
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Location Perth
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Posted March 23, 2026
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Commute Local Area
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Job Description

Job Description

What is the opportunity?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 your way. 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 unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions

  • Acquire and consolidate existing and new-to-RBC clients and assets

  • Connect clients with the right RBC team members to help continuously meet their needs

  • Develop external business referral sources throug...

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    πŸ“ Location Details

    πŸŒ†
    City
    Perth
    πŸ—ΊοΈ
    Country
    Canada
    πŸš—
    Commute
    Local Area

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