Investment and Retirement Planning Specialist

4 weeks ago


Kamloops, British Columbia, Canada Royal Bank of Canada Full time

Opportunity Overview

As a highly skilled Investment and Retirement Planner, you will create personalized investment solutions for prospective and existing clients of the Royal Bank of Canada. Leveraging internal partnerships and referrals, you will drive new investment sales and provide world-class advice to help clients achieve their long-term financial goals.

Key Responsibilities

  • Develop and implement tailored financial planning strategies using a comprehensive range of investment and portfolio solutions.
  • Acquire and consolidate existing and new clients, growing assets and expanding the client base.
  • Connect clients with relevant RBC team members to ensure ongoing support and meet their evolving needs.
  • Establish and nurture external business referral sources through networking, marketing, and centers of influence.

Requirements

  • Financial Planning Designation (PFP, QAFPTM, or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years' experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to build strong partner relationships
  • Digital savviness and effective utilization of mobile applications

What We Offer

  • A comprehensive Total Rewards Program, including flexible benefits, competitive commission structure, and pension options
  • World-class training programs and career development opportunities
  • A dynamic, collaborative, and high-performing team environment that recognizes initiative and hard work
  • A flexible work schedule based on client preferences and individual work-life balance
  • Innovative mobile technology to ensure success

Job Skills

  • Adaptability
  • Business Development
  • Client Centricity
  • Curiosity

Additional Job Details

The Royal Bank of Canada is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.



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