Financial Planner, Investment and Retirement Planning
4 weeks ago
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.
Job DescriptionWhat 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 through networking, marketing, and your centres of influence
What do you need to succeed?
- Must-have Financial Planning Designation (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, ability to effectively utilize mobile applications
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
- World-class training programs and career development opportunities
- The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
- A flexible work schedule based on client preferences and your own work/life balance
- Innovative mobile technology to ensure your success
Adaptability, Business Development, Client Centricity, Curiosity
#J-18808-Ljbffr-
Edmonton, Canada Royal Bank of Canada> Full timeJob Summary 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...
-
Edmonton, Canada Royal Bank of Canada> Full timeJob Summary 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...
-
Edmonton, Canada Royal Bank of Canada> Full timeJob Summary 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...
-
Edmonton, AB, Canada Royal Bank of Canada> Full timeJob Summary 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...
-
Edmonton, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat 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 Specialist
6 days ago
Edmonton, Canada BMO Financial Group Full time5503 23rd Avenue Edmonton Alberta,T6L 7B9 Londonderry Mall, Kingsview Mall, Bonnie Doone Mall, Westmount, Sherwood Park, St. Albert, Wolf Willow Place, Mill Woods. *Please Specify Locations of Interest when applying. Don't see a location listed, let us know - we are always open to speak about what could be! Provides financial and investment planning and...
-
Edmonton, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat 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...
-
Financial Planner, Investment Retirement Planner
24 hours ago
Edmonton, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat 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...
-
Financial Planner
7 days ago
Edmonton, Canada Scotiabank Full timeAs a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. ...
-
Manager, Investment Reporting
4 weeks ago
Edmonton, Canada Alberta Teacher's Retirement Fund Full time**Manager, Investment Reporting** **Alberta Teachers’ Retirement Fund** Established in 1939, the Alberta Teachers’ Retirement Fund (ATRF) has consistently provided administration of Alberta teachers’ pension plans for over 80 years. ATRF takes pride in delivering exceptional member-focused services and information to over 80,000 members and strives to...
-
Edmonton, Canada Scotiabank Full timePurpose Contributes to the overall success of ScotiaMcLeod in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. The primary purpose...
-
Financial Advisor
3 weeks ago
Edmonton, Canada Investment Planning Counsel Full timeGrâce à votre formation, à vos compétences et à votre expérience, vous avez déjà obtenu du succès dans le secteur de la gestion du patrimoine. Mais avez-vous trouvé votre cabinet idéal, celui qui vous encourage à adopter un style de vie équilibré ainsi qu’à réussir sur le plan professionnel? Un cabinet qui vous permet d’offrir à vos...
-
Financial Advisor
3 weeks ago
Edmonton, Canada Investment Planning Counsel Full timeGrâce à votre formation, à vos compétences et à votre expérience, vous avez déjà obtenu du succès dans le secteur de la gestion du patrimoine. Mais avez-vous trouvé votre cabinet idéal, celui qui vous encourage à adopter un style de vie équilibré ainsi qu’à réussir sur le plan professionnel? Un cabinet qui vous permet d’offrir à vos...
-
Financial Advisor
4 weeks ago
Edmonton, Canada Investment Planning Counsel Full timeGrâce à votre formation, à vos compétences et à votre expérience, vous avez déjà obtenu du succès dans le secteur de la gestion du patrimoine. Mais avez-vous trouvé votre cabinet idéal, celui qui vous encourage à adopter un style de vie équilibré ainsi qu’à réussir sur le plan professionnel? Un cabinet qui vous permet d’offrir à vos...
-
Vice President, Investments
1 week ago
Edmonton, Alberta, Canada Alberta Teachers' Retirement Fund Full timeWhen you join the Alberta Teachers' Retirement Fund (ATRF), you become a part of a high-performing and collaborative team that makes a meaningful impact in the lives of the hard-working teachers of Alberta and your work contributes to ensuring they receive a secure retirement income. ATRF has an exciting opportunity for an investment savvy professional to...
-
Vice President, Investments
1 week ago
Edmonton, Canada Alberta Teachers' Retirement Fund Full timeWhen you join the Alberta Teachers’ Retirement Fund (ATRF), you become a part of a high-performing and collaborative team that makes a meaningful impact in the lives of the hard-working teachers of Alberta and your work contributes to ensuring they receive a secure retirement income. ATRF has an exciting opportunity for an investment savvy professional...
-
Assistant Planner and Wedding Coordinator
7 days ago
Edmonton, Canada Berry and Bloom Wedding Planning Full time**About us** Berry and Bloom Wedding Planning is a small business in Edmonton, AB. We are professional, creative, and our goal is to create unique and memorable events for our clients. Our work environment includes: - Food provided - Growth opportunities - Work-from-home days **Berry and Bloom Wedding Planning is seeking an Assistant Wedding Planner and...
-
Financial Advisor
4 weeks ago
Edmonton, AB, Canada Investment Planning Counsel Full timeGrâce à votre formation, à vos compétences et à votre expérience, vous avez déjà obtenu du succès dans le secteur de la gestion du patrimoine. Mais avez-vous trouvé votre cabinet idéal, celui qui vous encourage à adopter un style de vie équilibré ainsi qu’à réussir sur le plan professionnel? Un cabinet qui vous permet d’offrir à vos...
-
Vice President, Investments
7 days ago
Edmonton, Canada Alberta Teachers' Retirement Fund Board Full timeWhen you join the Alberta Teachers’ Retirement Fund (ATRF), you become a part of a high-performing and collaborative team that makes a meaningful impact in the lives of the hard-working teachers of Alberta and your work contributes to ensuring they receive a secure retirement income. ATRF has an exciting opportunity for an investment savvy professional to...
-
Vice President, Investments
7 days ago
Edmonton, Canada Alberta Teachers' Retirement Fund Board Full timeWhen you join the Alberta Teachers’ Retirement Fund (ATRF), you become a part of a high-performing and collaborative team that makes a meaningful impact in the lives of the hard-working teachers of Alberta and your work contributes to ensuring they receive a secure retirement income. ATRF has an exciting opportunity for an investment savvy professional to...
