Overview

Join RBC as a Financial Planner in Yorkton, SK, and provide tailored investment strategies for clients. Utilize your networking skills and internal support to thrive in this energetic role. In this Financial Planning role, you'll design custom investment solutions while working closely with both prospective and existing clients. Your networking and marketing efforts will be key in acquiring current clients and consolidating their assets. This team-oriented environment allows you to connect clients with the right RBC resources and exceed their financial goals.

Responsibilities

• Provide exceptional financial planning advice with diverse solutions
• Acquire and manage RBC clients and their investment assets
• Connect clients to appropriate RBC team members
• Develop referral sources through networking and marketing efforts

Qualifications

• Financial Planning Designation (PFP®, CFP®, or QAFP®)
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