Senior Investment and Retirement Planning Professional

2 weeks ago


Edmonton, Alberta, Canada Royal Bank of Canada> Full time

About the Opportunity

Royal Bank of Canada is seeking a talented Senior Investment and Retirement Planning Professional to join our team in Edmonton, Canada. This exciting role offers a unique opportunity to create custom investment solutions for prospective and existing clients.

Key Responsibilities

  • Develop and implement tailored financial planning advice and solutions using our extensive array of investment and portfolio options.
  • Aquire and consolidate existing and new clients and assets through proactive networking and marketing efforts.
  • Connect clients with relevant RBC team members to ensure continuous support and satisfaction.
  • Establish and maintain strong external business referral sources through effective networking and marketing strategies.

Requirements

  • Minimum 2 years of experience in financial planning, preferably with a Financial Planning Designation (PFP QAFP or CFP).
  • Mutual Funds License (IFIC or CSC) and ability to cultivate strong partner relationships.
  • Proven track record of networking and client acquisition skills, as well as digital savviness.

Benefits and Advantages

  • A competitive commission structure and comprehensive Total Rewards Program, including flexible benefits and pension options.
  • World-class training programs and career development opportunities to enhance professional growth.
  • The chance to work with a dynamic, collaborative, and high-performing team that values initiative and hard work.
  • A flexible work schedule based on client preferences and individual work-life balance needs.

Why Work at Royal Bank of Canada?

We thrive on progressive thinking, teamwork, and delivering trusted advice to help our clients succeed and communities prosper. We offer a supportive work environment, opportunities for growth, and a commitment to diversity and inclusion.

Salary: Estimated salary range for this position in Edmonton, Canada is $65,000 - $90,000 per year, depending on experience and qualifications.



  • Edmonton, Alberta, Canada Investment Planning Counsel Full time

    Build a Better Business with Investment Planning CounselWe are one of the fastest growing independent wealth management companies in Canada, with over 40 branches across the country. Our advisors have helped investors live their dreams through sound financial planning and comprehensive wealth management advice.About the Role:Develop and deliver personalized...


  • Edmonton, Alberta, Canada Investment Planning Counsel Full time

    Investment Planning CounselWe are a leading independent wealth management company in Canada with over 40 branches across the country.We are seeking a Financial Services Professional to join our team of experienced advisors. About the Role:Deliver personalized financial solutions to clients, helping them achieve their long-term financial goals.Develop and...


  • Edmonton, Alberta, Canada Investment Planning Counsel Full time

    Wealth Advisor OpportunityAs a Wealth Advisor at Investment Planning Counsel (IPC), you will have the chance to make a meaningful impact in the lives of your clients.With over 25 years of experience in wealth management, our advisors have helped investors achieve their long-term financial goals through sound financial planning and comprehensive wealth...


  • Edmonton, Alberta, Canada AB Ltd. Full time

    Job SummaryAB Ltd. is seeking a highly skilled Senior Industrial Investment Strategist to join its team.About the RoleAs a key member of our investment team, you will be responsible for developing and implementing policies to promote industrial and commercial business investment in rural and urban areas.ResponsibilitiesDevelop comprehensive development...


  • Edmonton, Alberta, Canada ALBERTA INC Full time

    About the RoleWe are seeking an experienced Strategic Financial Planning Professional to join our team at ALBERTA INC. This is a permanent position that offers 32 hours of work per week, with a competitive salary and benefits package.Key ResponsibilitiesClient Focus: Work closely with clients to understand their financial goals and objectives, providing...


  • Edmonton, Alberta, Canada Segal Full time

    About the RoleWe are seeking an experienced institutional investment manager to join our investment consulting team at Segal, a leading North American employee benefit, human resources, and investment management consulting firm with over 80 years of history.Job DescriptionAs a Senior Investment Strategist, you will play a leading role in the further growth...

  • Senior Wealth Advisor

    4 weeks ago


    Edmonton, Alberta, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and results-driven Senior Wealth Advisor to join our team at Scotiabank. As a key member of our financial services team, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Job DescriptionThe successful candidate...


  • Edmonton, Alberta, Canada Cogir Senior Living Canada Full time

    Cogir Senior Living manages a network of retirement residences across Canada, offering various senior living options including independent living, assisted living, and memory care.Why Choose UsWe provide comprehensive onboarding, continuous training, and opportunities for professional growth. Additionally, eligible employees can apply to The Senior Living...


  • Edmonton, Alberta, Canada Stantec Consulting International Ltd. Full time

    Stantec Consulting International Ltd., a leading provider of professional consulting services, is seeking an experienced Senior Planning Strategist to join their team in Calgary. This role offers a unique opportunity to work on complex community development projects, drive project outcomes, and contribute to the growth of western Canada.About StantecWe are...


  • Edmonton, Alberta, Canada ALBERTA INC Full time

    Job Title: Senior Financial Planning SpecialistAbout the Job:We are seeking a highly skilled and experienced financial advisor to join our team at Alberta Inc. as a Senior Financial Planning Specialist.About You:To be successful in this role, you will have a strong educational background, preferably with a Bachelor's degree. Your experience should include 3...

  • Senior Care Nurse

    2 weeks ago


    Edmonton, Alberta, Canada Cogir Senior Living Canada Full time

    Cogir Senior Living Canada is a leading provider of senior living services across the country. Our mission is to deliver high-quality, personalized care that enhances the lives of our residents and their families.Job SummaryWe are seeking an experienced Licensed Practical Nurse (LPN) to join our team as a Senior Care Nurse - Gerontology Specialist. As an LPN...


  • Edmonton, Alberta, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals.We are seeking an experienced and skilled professional to join our team as a Senior Financial Advisor. This is an excellent opportunity for someone who is passionate about delivering exceptional customer service and...


  • Edmonton, Alberta, Canada Trusted Professional Centre Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Senior Administrative Professional to join our team at Trusted Professional Centre.The ideal candidate will have experience in coordinating office procedures, maintaining filing systems, and preparing correspondence and legal documents.Key Responsibilities:Coordinate the flow of information...


  • Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Unlock Your Potential as a Senior Portfolio ManagerWe are seeking an exceptional Senior Portfolio Manager to join our team at Royal Bank of Canada. As a key member of our Investment Advisory group, you will play a critical role in helping high-net-worth individuals and families achieve their financial goals.About the RoleIn this dynamic position, you will be...


  • Edmonton, Alberta, Canada Preferred Client Services Full time

    About the RoleWe are seeking a highly skilled Senior Bookkeeping Professional to join our team at Preferred Client Services. As a key member of our accounting department, you will play a crucial role in maintaining accurate financial records and ensuring the smooth operation of our business.Key ResponsibilitiesMaintain and balance various accounts using...


  • Edmonton, Alberta, Canada AECOM Full time

    About the RoleWe are seeking a skilled Senior Railway Engineer to join our team in Burnaby, BC or Edmonton, Alberta. As a key member of our team, you will be responsible for managing track retirements, ensuring compliance with regulations, and providing engineering support to various railroad company departments.Key ResponsibilitiesManage track retirements,...


  • Edmonton, Alberta, Canada Premier Furniture and Mattress Full time

    Job Title: Senior Administrative ProfessionalBITS WEST is seeking a highly organized and detail-oriented Senior Administrative Professional to join our team. As an Executive Assistant, you will provide administrative support to senior management and ensure the smooth operation of office services.Key Responsibilities:Review and evaluate new administrative...


  • Edmonton, Alberta, Canada Duvera Immigration Inc. Full time

    About the RoleWe are seeking a highly skilled Senior Business Development Strategist to join our team at Duvera Immigration Inc. as a Business Development Officer. In this role, you will be responsible for developing policies and programs to promote industrial and commercial business investment in rural and urban areas.ResponsibilitiesDevelop and implement...


  • Edmonton, Alberta, Canada KOBBY'S LANSCAPING Full time

    About the RoleWe are seeking a highly skilled Senior Landscape Professional to join our team at KOBBY'S LANSCAPING. This is an excellent opportunity for a motivated and experienced individual to take on a leadership role in landscape design, planning, and implementation.Key ResponsibilitiesPlan and coordinate the growth and use of plants for landscaping,...


  • Edmonton, Alberta, Canada Ledcor Construction, Inc. Full time

    Job SummaryWe are seeking an experienced Infrastructure Investments Manager to lead and support the development and pursuit of opportunities to invest equity or raise financing in support of our core professional services as a design builder.This role involves comprehensive management of all facets of a P3 project finance bid, including legal, financial,...