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Financial Planner, Investment and Retirement Planning Expert

1 month ago

Lacombe, Canada Royal Bank of Canada Full time
Job Opportunity

As a highly skilled RBC Investment and Retirement Planner, you will create personalized investment solutions for prospective and existing clients. With the support of internal partners, you will be responsible for prospecting and networking to acquire new clients and assets.

Key Responsibilities
  • Develop and implement tailored financial planning advice and solutions using RBC's comprehensive investment and portfolio offerings.
  • Acquire and consolidate existing and new clients, leveraging your expertise to build strong relationships and drive business growth.
  • Connect clients with the right RBC team members to ensure their ongoing needs are met.
  • Establish and maintain external business referral sources through networking, marketing, and partnerships.
Requirements
  • Financial Planning Designation (PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years' experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to cultivate strong partner relationships
  • Digital savviness and proficiency in 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 and rewards initiative and hard work.
  • A flexible work schedule that balances client needs and personal well-being.
  • Access to innovative mobile technology to ensure your success.
About RBC

RBC is committed to building inclusive teams and an equitable workplace that fosters innovation and growth. We strive to provide an accessible candidate experience and welcome applicants with diverse backgrounds and abilities.