Financial Planner, Investment and Retirement Planning Expert
1 month ago
As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that help clients achieve their long-term financial goals.
Key Responsibilities- Provide tailored financial planning advice and solutions using RBC's unparalleled array of investment and portfolio 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.
- Financial Planning Designation (PFP QAFP 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.
- 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.
This role is part of the Personal and Commercial Banking platform at RBC, and is a full-time position with a 37.5 hour workweek. The ideal candidate will have a strong background in financial planning and a passion for delivering exceptional client experiences.
Inclusion and Equal Opportunity EmploymentRBC is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
-
Edmonton, Alberta, Canada Royal Bank of Canada Full timeJob SummaryAs 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 creativity, motivation, and drive for new investment sales, you will provide world-class advice and solutions that help clients achieve their long-term financial goals.Key...
-
Edmonton, Alberta, Canada Royal Bank of Canada Full timeJob SummaryAs 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 creativity, motivation, and drive for new investment sales, you will provide world-class advice and solutions that help clients achieve their long-term financial goals.Key...
-
Edmonton, Alberta, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Planner, Investment and Retirement Planning Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...
-
Edmonton, Alberta, Canada Royal Bank of Canada Full timeJob SummaryAs a highly skilled Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice...
-
Edmonton, Alberta, Canada Royal Bank of Canada Full timeJob SummaryAs a highly skilled Financial Planner, Investment and Retirement Planning, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice...
-
Edmonton, Alberta, Canada Royal Bank of Canada Full timeJob SummaryAs a highly skilled Financial Planner, you will create custom investment solutions for prospective and existing RBC clients. With a strong focus on providing world-class advice and solutions, you will help clients achieve their long-term financial goals.Key ResponsibilitiesProvide tailor-made financial planning advice and solutions using RBC's...
-
Edmonton, Alberta, Canada Royal Bank of Canada Full timeJob SummaryAs a highly skilled Financial Planner, you will create custom investment solutions for prospective and existing RBC clients. With a strong focus on providing world-class advice and solutions, you will help clients achieve their long-term financial goals.Key ResponsibilitiesProvide tailor-made financial planning advice and solutions using RBC's...
-
Edmonton, Alberta, Canada Royal Bank of Canada Full timeJob OpportunityWe are seeking a talented and ambitious individual to join our team as an Investment Retirement Planner. As a key member of our Financial Planning Network in Alberta, you will have the opportunity to work with our senior leaders, planners, and enablement team to explore the latest trends and best practices in the industry.About the RoleThis is...
-
Edmonton, Alberta, Canada Royal Bank of Canada Full timeJob OpportunityWe are seeking a talented and ambitious individual to join our team as an Investment Retirement Planner. As a key member of our Financial Planning Network in Alberta, you will have the opportunity to work with our senior leaders, planners, and enablement team to explore the latest trends and best practices in the industry.About the RoleThis is...
-
Edmonton, Alberta, Canada Royal Bank of Canada Full timeJob SummaryAs a highly skilled Investment and Retirement Planning Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. With a strong focus on creativity, motivation, and drive for new investment sales, you will provide world-class advice and solutions to help clients achieve their long-term...
-
Financial Planner
1 month ago
Edmonton, Alberta, Canada Scotiabank Full timeFinancial Planner Role OverviewAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct comprehensive financial planning reviews for assigned clients, including retirement planning, wealth...
-
Financial Planner
1 month ago
Edmonton, Alberta, Canada Scotiabank Full timeFinancial Planner Role OverviewAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct comprehensive financial planning reviews for assigned clients, including retirement planning, wealth...
-
Financial Planner
2 months ago
Edmonton, Alberta, Canada Scotiabank Full timeFinancial Planner Role OverviewAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key...
-
Financial Planner
2 months ago
Edmonton, Alberta, Canada Scotiabank Full timeFinancial Planner Role OverviewAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key...
-
Financial Planner
2 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeFinancial Planner RoleAs a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key...
-
Edmonton, Alberta, Canada Royal Bank of Canada Full timeOpportunity OverviewAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. You will be 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...
-
Financial Planner
3 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
-
Financial Planner
4 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
-
Financial Planner
4 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
-
Financial Planner
3 weeks ago
Edmonton, Alberta, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
