Financial Planner, Investment and Retirement Planning Expert

1 month ago

Red Deer, Alberta, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

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.

What will you do?

  • Develop and implement tailored financial planning strategies using RBC's comprehensive array of investment and portfolio solutions.
  • Acquire and consolidate existing and new-to-RBC clients and assets, building strong relationships and delivering exceptional client service.
  • Connect clients with the right RBC team members to help continuously meet their needs, fostering a collaborative and client-centric approach.
  • Establish and maintain external business referral sources through networking, marketing, and your centres of influence, driving business growth and expansion.

What do you need to succeed?

Must-have

  • Financial Planning Designation (PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years' experience in financial planning, with a proven track record of success.
  • Proven networking and client acquisition skills, with the ability to cultivate strong partner relationships.
  • Digital Savviness, with the ability to effectively utilize mobile applications.

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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.

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.

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