Financial Planner, Investment and Retirement Planning
4 weeks ago
Financial Planner, Investment and Retirement Planning (Amharic & Tigrinya Speaking) 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. Responsibilities 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. Qualifications Financial Planning Designation (QAFP, 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. Ethiopian and/or Arabic language skills. Benefits 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 recognised and rewarded. A flexible work schedule based on client preferences and your own work/life balance. Innovative mobile technology to ensure your success. Other Details Address: 1333 32 Ave NE, Calgary, Alberta, Canada Work hours/week: 37.5 Employment type: Full time Platform: Personal & Commercial Banking Job type: Regular Pay type: Commission Application deadline: 2025‑11‑17 Equal Opportunity Employment RBC is an equal opportunity employer and we celebrate diversity. We encourage applications from all qualified individuals regardless of race, colour, religion, gender identity, sexual orientation, or disability. #J-18808-Ljbffr
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Strategic Financial Planner: Investments
3 weeks ago
Calgary, Canada RBC Full timeA leading financial institution in Calgary is seeking an Investment and Retirement Planner to provide tailored investment solutions for clients. The ideal candidate will have a Financial Planning Designation and proven networking skills. In this role, you will connect clients with the appropriate teams and develop referral sources while enjoying a flexible...
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Financial Planner: Retirement
2 weeks ago
Calgary, Canada Scotiabank Full timeA leading bank in the Americas seeks a Financial Planner in Calgary to deepen client relationships through investment and retirement planning. The role involves conducting client reviews, delivering financial advice, and achieving sales goals while maintaining a strong customer experience. Ideal candidates will have experience in financial planning and...
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Financial Planner: Retirement
1 week ago
Calgary, Canada Scotiabank Full timeA leading bank in the Americas seeks a Financial Planner in Calgary to deepen client relationships through investment and retirement planning. The role involves conducting client reviews, delivering financial advice, and achieving sales goals while maintaining a strong customer experience. Ideal candidates will have experience in financial planning and...
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Calgary, Canada RBC Full timeFinancial Planner, Investment and Retirement Planning (Amharic & Tigrinya Speaking) 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...
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Investment and Retirement Planning Associate
5 days ago
Calgary, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing...
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Investment and Retirement Planning Associate
4 days ago
Calgary, Alberta, Canada RBC Full time US$50,000 - US$100,000 per yearJob DescriptionWhat is the opportunity?As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing...
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Investment Retirement Planner
3 weeks ago
Calgary, Canada RBC Full timeOpportunityAs 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...
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Bilingual Financial Planner
4 weeks ago
Calgary, Canada RBC Full timeA leading financial institution is seeking a Financial Planner in Calgary to provide customized investment solutions for clients. The role involves networking, client acquisition, and collaboration with internal partners to meet client needs. Successful candidates will have a financial planning designation and experience in client acquisition. Flexible...
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Bilingual Financial Planner
4 weeks ago
Calgary, Canada RBC Full timeA leading financial institution is seeking a Financial Planner in Calgary to provide customized investment solutions for clients. The role involves networking, client acquisition, and collaboration with internal partners to meet client needs. Successful candidates will have a financial planning designation and experience in client acquisition. Flexible...
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Calgary, Canada RBC Full timeA leading financial institution in Calgary seeks an Investment and Retirement Planner to create tailored investment solutions for clients. The role requires financial planning expertise and a strong ability to network and acquire new clients. Candidates must hold a financial planning designation and mutual funds license, along with at least two years of...
