Financial Planner Investment and Retirement Planning
3 weeks ago
Financial Planner Investment and Retirement Planning4 days ago Be among the first 25 applicantsWhat 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 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 do you need to succeed?Financial 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 effectively utilize mobile applicationsWhat’s in it for you?A 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 recognized and rewardedA flexible work schedule based on client preferences and your own work/life balanceInnovative mobile technology to ensure your successJob DetailsAddress: 16909 103A AVE NW, Edmonton, CanadaWork hours/week: 37.5Employment Type: Full timePlatform: PERSONAL & COMMERCIAL BANKINGJob Type: RegularPay Type: CommissionPosted Date: 2025-10-14Application Deadline: 2025-11-10Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion 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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Edmonton, Canada RBC Full timeFinancial Planner Investment and Retirement Planning4 days ago Be among the first 25 applicantsWhat 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...
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Edmonton, AB TT K, Canada RBC Full time $60,000 - $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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Investment Specialist
2 weeks 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...
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Edmonton, Canada RBC Full timeA leading financial institution in Edmonton is seeking an Investment and Retirement Planner to create custom investment solutions for clients. The role involves providing tailored financial advice, acquiring clients, and developing referral networks. Candidates should possess a Financial Planning Designation and strong networking skills. This full-time...
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Edmonton, Canada RBC Full timeA leading financial institution in Edmonton is seeking an Investment and Retirement Planner to create custom investment solutions for clients. The role involves providing tailored financial advice, acquiring clients, and developing referral networks. Candidates should possess a Financial Planning Designation and strong networking skills. This full-time...
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Financial Planner, Scotia Financial Planning
2 weeks ago
Edmonton, Alberta, Canada Scotiabank Full time $60,000 - $120,000 per yearRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role of a...
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Financial Planner, Scotia Financial Planning
3 weeks ago
Edmonton, Canada Scotiabank Full timeIs this role right for you? In this role, you will : Promote the development and sustainable growth of proprietary investment business in the assigned market area by : 1. Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional business development...
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Financial Planner
3 weeks ago
Edmonton, Canada BMO Financial Full timeApplication Deadline : 11 / 12 / 2025Address : 5503 23rd AvenueJob Family Group : Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions through the sales of managed products and services (e.g. mutual funds, retirement...
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Financial Planner
4 weeks ago
Edmonton, Canada BMO Financial Full timeApplication Deadline: 11/18/2025 Address: th Ave Job Family Group: Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and...
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Financial Planner
2 weeks ago
Edmonton, Canada BMO Financial Group Full timeOverviewApplication Deadline: 10/29/2025Address: 5503 23rd AvenueJob Family Group: Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement...
