Investment Retirement Planner
2 weeks ago
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 provide world‑class advice and solutions that help clients achieve their long‑term financial goals.What you will doProvide 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 solutionsAcquire and consolidate existing and new‑to‑RBC clients and assetsConnect clients with the right RBC team members to help continuously meet their needsDevelop external business referral sources through networking, marketing, and your centres of influenceWhat you need to succeedFinancial Planning Designation (QAFP, PFP® or CFP®)Mutual Funds License (IFIC or CSC)Minimum 2 years’ experience in financial planningProven networking and client acquisition skillsAbility to cultivate strong partner relationshipsDigital savviness, ability to effectively utilize mobile applicationsWhat’s in it for youA comprehensive total rewards program of flexible benefits, competitive commission structure, and pension optionsWorld‑class training programs and career development opportunitiesThe advantage of working with a dynamic, collaborative, and high‑performing team where initiative and hard work are recognised and rewardedA flexible work schedule based on client preferences and your own work/life balanceInnovative mobile technology to ensure your successJob SkillsAdaptability, Business Development, Client Centricity, CuriosityAdditional Job DetailsAddress: 2035 33 AVE SW:CALGARYCity: CalgaryCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: PERSONAL & COMMERCIAL BANKINGJob Type: RegularPay Type: CommissionPosted Date: 2025-11-14Application Deadline: 2025-11-28Application Accepted Until: 11:59 PM on the day prior to the application deadlineInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. #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
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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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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Investment Retirement Planner
3 weeks ago
Calgary, Canada RBC Full timeJob 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...
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Investment Retirement Planner
3 weeks ago
CALGARY, Canada Royal Bank of Canada Full timeJob 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...
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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...
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Investment and Retirement Planning Associate
4 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 Retirement Planner
16 hours ago
Calgary, AB TP C, Canada RBC Full time $80,000 - $120,000 per yearJob 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...
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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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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...
