Current jobs related to Financial Planner, Investment and Retirement Planning - Calgary, Alberta - RBC

  • Investment and Retirement Planning Associate

    19 hours ago

    Calgary, Alberta, Canada RBC Full time US$50,000 - US$100,000 per year

    Job DescriptionWhat is the opportunity?As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing...

  • Investment & Retirement Specialist

    8 hours ago

    Calgary, Alberta, Canada Canada Life Full time $52,800 - $97,700 per year

    Permanent Full TimeWe are looking for a Investment & Retirement Specialist to join the Freedom Experience team. This is one of the fastest growing areas within Canada Life.This role seeks to ensure the satisfaction and loyalty of our valued customers, so that they continue to invest their financial assets within our organization. Your objective will be to...

  • Financial Planner, Branch Network- Calgary Financial Centre, Calgary, AB

    1 week ago

    Calgary, Alberta, Canada Scotiabank Full time $60,000 - $120,000 per year

    Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleInternally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall...

  • Financial Planner

    6 days ago

    Calgary, Alberta, Canada Klopp Richardsand Associates Full time $80,000 - $120,000 per year

    Job DescriptionOur client is an industry leader offering full-service financial services to their clients focusing on their needs and finding solutions for wealth management solutions. They are looking for a Financial Planner that creates, analyzes, delivers, and supports custom wealth plans for high-net-worth clients. This is a challenging position where...

  • Financial Planner

    5 days ago

    Calgary, Alberta, Canada Scotiabank Full time $60,000 - $120,000 per year

    Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals...

  • Financial Planner

    6 days ago

    Calgary, Alberta, Canada TD Full time $60,000 - $70,000

    Work Location:Calgary, Alberta, CanadaHours:37.5Line of Business:TD WealthPay Details:$60,000 - $70,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our...

  • Investment Associate

    1 week ago

    Calgary, Alberta, Canada Wellington-Altus Full time $80,000 - $120,000 per year

    Location:This in-office position will be located in our Calgary office - we invite applicants from other provinces and cities to apply.Our organization:Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus...

  • Financial Planning

    17 hours ago

    Calgary, Alberta, Canada High Tide Full time $60,000 - $120,000 per year

    OverviewAs an FP&A Analyst at High Tide, you will support financial planning, performance management, and strategic decision-making across our expanding operations. This role requires a strong understanding of budgeting and forecasting, financial modeling, and cross-functional collaboration. You will partner with stakeholders to drive data-informed decisions...

  • Investment Advisor

    19 hours ago

    Calgary, Alberta, Canada RBC Full time $80,000 - $200,000 per year

    Job DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for your...

  • Investment Advisor

    15 hours ago

    Calgary, Alberta, Canada RBC Full time

    Job DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for your...

Financial Planner, Investment and Retirement Planning

2 weeks ago

Calgary, Alberta, Canada RBC Full time $80,000 - $120,000 per year

Job Description
What is the opportunity?
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

What will you do?

  • Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
  • Acquire and consolidate existing and new-to-RBC clients and assets
  • Connect clients with the right RBC team members to help continuously meet their needs
  • Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?
Must-have

  • Financial Planning Designation (QAFP, 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, ability to effectively utilize mobile applications
  • Ethiopian and/or Arabic language skills

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
Address:
AVE NE:CALGARY

City:
Calgary

Country:
Canada

Work hours/week:
37.5

Employment Type:
Full time

Platform:
PERSONAL & COMMERCIAL BANKING

Job Type:
Regular

Pay Type:
Commission

Posted Date:

Application Deadline:

Note
:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I
*nclusion*
and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities