Expert Financial Advisor for Investment and Wealth Management

1 month ago


Lacombe, Alberta, Canada Royal Bank of Canada Full time

Company Overview

Royal Bank of Canada is a leading financial institution that offers a wide range of investment solutions to its clients. Our team of experts works closely with clients to understand their unique financial goals and provides tailored advice to help them achieve those goals.

Estimated Salary: $80,000 - $120,000 per year

Job Description

As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. You will be responsible for providing tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions.

You will also 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, and develop external business referral sources through networking, marketing, and your centres of influence.

Required Skills and Qualifications

To succeed in this role, you must have a Financial Planning Designation (PFP or CFP), Mutual Funds License (IFIC or CSC), and minimum 2 years' experience in financial planning. You should also have proven networking and client acquisition skills, ability to cultivate strong partner relationships, and digital savviness.

Benefits

We offer a comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options. You will also receive 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, and a flexible work schedule based on client preferences and your own work/life balance.



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