Investment & Retirement Planner - Flexible, High-Impact
3 weeks ago
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 relevant experience. The position offers a flexible work schedule and a comprehensive rewards program.
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Investment Retirement Planner
2 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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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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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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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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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...
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Investment Retirement Planner
14 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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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...