Financial Planner, Investment and Retirement Planning Specialist

5 days ago


Lacombe, Canada Royal Bank of Canada Full time

Job Opportunity Overview

As a highly skilled RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. With a strong focus on client-centricity and business development, you will work closely with internal partners to acquire and consolidate existing and new-to-RBC clients and assets.

Key Responsibilities

  • Provide tailored financial planning advice and solutions using RBC's comprehensive investment and portfolio solutions.
  • Acquire and consolidate existing and new-to-RBC clients and assets through proactive networking and marketing efforts.
  • Develop strong relationships with RBC team members to ensure seamless client service and support.
  • Identify and leverage external business referral sources through strategic networking and marketing initiatives.

Requirements

  • Financial Planning Designation (PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years' experience in financial planning
  • Proven track record of successful client acquisition and retention
  • Excellent communication and interpersonal skills
  • Digital savviness and ability to effectively utilize mobile applications

What We Offer

  • A comprehensive Total Rewards Program, including flexible benefits, competitive commission structure, and pension options
  • World-class training programs and career development opportunities
  • A dynamic, collaborative, and high-performing team environment
  • A flexible work schedule that balances client needs and personal well-being
  • Access to innovative mobile technology to support client success

Company Overview

Royal Bank of Canada (RBC) is a leading financial institution dedicated to delivering trusted advice and solutions to help clients thrive and communities prosper. We are committed to building inclusive teams and an equitable workplace that values diversity and innovation.



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