Investment & Retirement Planner — Client-Focused Advisor

A leading financial institution in Calgary is seeking a Financial Advisor specializing in Investment and Retirement Planning. You will establish and enhance customer relationships, conduct financial reviews, and offer tailored financial strategies. The ideal candidate has a CIFP Diploma in Financial Planning and at least three years of experience in...

A 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...

A 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...

OpportunityAs 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...

A 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...

Job DescriptionAs 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...

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...

A 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...

Join to apply for the Investment Advisor role at RBC Dominion Securities1 day ago Be among the first 25 applicantsJoin to apply for the Investment Advisor role at RBC Dominion SecuritiesGet AI-powered advice on this job and more exclusive features.Grow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your...

Job 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...