Senior Investment and Retirement Planning Professional
2 weeks ago
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.
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