Financial Planner, Investment and Retirement Planning
3 days ago
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 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 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 What do you need to succeed? Must‑have Financial Planning Designation (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 What’s in it for you? 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 recognized and rewarded A flexible work schedule based on client preferences and your own work/life balance Innovative mobile technology to ensure your success Job Skills Adaptability Business Development Client Centricity Curious Mindset Additional Job Details Address: 204 1 AVE S: LETHBRIDGE City: Lethbridge Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Commission Posted Date: 2025-02-25 Application Deadline: 2026-01-12 Note Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well‑being of our clients and communities at jobs.rbc.com. #J-18808-Ljbffr
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Lethbridge, Canada Royal Bank of Canada> Full timeJob 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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Lethbridge, Alberta, Canada RBC Full timeJob 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
10 minutes ago
Lethbridge, Canada Royal Bank of Canada Full time**Job Summary** **What 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...
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Lethbridge, Canada RBC Full timeA leading financial institution in Lethbridge is seeking an Investment and Retirement Planner to provide personalized financial planning solutions. The ideal candidate will have a Financial Planning Designation and a Mutual Funds License, with at least 2 years of experience in financial planning. Responsibilities include acquiring clients, connecting them...
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Financial Planner, Scotia Financial Planning
6 days ago
Lethbridge, Canada Scotiabank Full timeRequisition ID: 228300Join 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”...
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Financial Planner, Scotia Financial Planning
5 days ago
Lethbridge, Canada Scotiabank Full timeRequisition ID: 228300Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within...
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Financial Planner, Scotia Financial Planning
2 weeks ago
(s): Canada : Alberta : Lethbridge Scotiabank Global Site Full timeRequisition ID: 228300Join 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...
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Financial Planning Networking Event
7 days ago
Lethbridge, Alberta, Canada RBC Full timeJob DescriptionAre you a financial planner? Learn what makes RBC an industry leader.Have you ever considered a career that would combine your passion for supporting clients with investment and planning advice AND the power of Canada's strongest and most recognizable brand? Learn more about the fulfilling career opportunities that RBC Financial Planning has...
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Lethbridge, Canada RBC Full timeJob Description Are you a financial planner? Learn what makes RBC an industry leader. Have you ever considered a career that would combine your passion for supporting clients with investment and planning advice AND the power of Canada’s strongest and most recognizable brand? Learn more about the fulfilling career opportunities that RBC Financial Planning...
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Rbc Financial Planning Networking Event
7 days ago
Lethbridge, Canada Royal Bank of Canada Full time**Are you a financial planner? Learn what makes RBC an industry leader.** Have you ever considered a career that would combine your passion for supporting clients with investment and planning advice AND the power of Canada’s strongest and most recognizable brand? Learn more about the fulfilling career opportunities that RBC Financial Planning has to...
