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Expert Financial Strategist for Client Growth

1 month ago

Drumheller, Canada Royal Bank of Canada Full time

As a skilled RBC Investment and Retirement Planner, you will create customized investment solutions for existing and prospective clients. With the support of internal partners who refer clients to you, your creativity and drive for new sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

Key responsibilities include:

  • Developing and implementing tailored financial planning strategies using RBC's diverse investment and portfolio solutions
  • Acquiring and consolidating existing and new clients, with a focus on growing assets
  • Connecting clients with the right RBC team members to meet their evolving needs
  • Nurturing external business referral sources through networking, marketing, and professional relationships

To succeed in this role, you will need:

  • A financial planning designation (PFP or CFP) and a mutual funds license (IFIC or CSC)
  • Minimum 2 years' experience in financial planning, with proven networking and client acquisition skills
  • Ability to cultivate strong partner relationships and leverage digital tools effectively

Rewards for success include:

  • A comprehensive Total Rewards Program featuring flexible benefits, competitive commission structures, and pension options
  • Access to 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 allowing for a balance between work and personal life

This role requires adaptability, business development skills, client-centricity, and curiosity.