Financial Planner, Investment & Retirement Planning

RBC; Brandon; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a motivated Investment and Retirement Planner to create customized investment solutions for clients. This role involves engaging in prospecting and networking activities, leveraging internal partnerships to drive sales. With a focus on delivering world-class advice, you will help clients achieve their financial goals while enjoying a comprehensive rewards program, flexible work schedules, and innovative technology to support your success. Join a dynamic team that values collaboration and recognizes your efforts in making a difference in the community.

Benefits

Flexible benefits

Competitive commissions

Pension options

World-class training programs

Career development opportunities

Dynamic collaborative team

Flexible work schedule

Innovative mobile technology

Qualifications

• Minimum 2 years of experience in financial planning.
• Proven networking and client acquisition skills.

Responsibilities

• Provide tailored financial planning advice using investment options.
• Acquire new clients and consolidate assets from existing clients.

Skills

Financial Planning Designation (PFP or CFP)

Mutual Funds License (IFIC or CSC)

Networking Skills

Client Acquisition Skills

Digital Savviness

Education

Bachelor's Degree in Finance or related field

Tools

Mobile Applications

Job description

Job Summary

Job Description

What is the opportunity?

*** Successful incumbent will be working out of Brandon, MB, however, must be mobile to cover surrounding Markets within 100KM (including Portage La Prairie; Winkler and Dauphin). ***

As an RBC Investment and Retirement Planner, you will create customized investment solutions for prospective and existing RBC clients. You will engage in prospecting and networking activities, supported by internal partners who refer clients to you. 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 tailored financial planning advice and solutions using our extensive range of investment and portfolio options, including proprietary and select third-party mutual funds.

• Acquire new clients and consolidate assets from existing clients.

• Connect clients with appropriate RBC team members to meet their evolving needs.

• Develop external business referral sources through networking, marketing, and your centers of influence.

What do you need to succeed?

Must-have

• Financial Planning Designation (PFP or CFP)

• Mutual Funds License (IFIC or CSC)

• Minimum 2 years of experience in financial planning

• Proven networking and client acquisition skills

• Ability to cultivate strong partner relationships

• Digital savviness, with the ability to effectively utilize mobile applications

• Must be mobile within 100 KM of Brandon, MB

What’s in it for you?

We thrive on the challenge to be our best, embrace progressive thinking to keep growing, and work together to deliver trusted advice that helps our clients thrive and communities prosper. We value each other, support reaching our potential, making a difference in communities, and achieving mutual success.

• A comprehensive Total Rewards Program including flexible benefits, competitive commissions, and pension options.

• World-class training programs and career development opportunities.

• The advantage of working with a dynamic, collaborative, high-performing team where initiative and effort are recognized and rewarded.

• A flexible work schedule based on client preferences and your work/life balance.

• Innovative mobile technology to support your success.

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Job Skills

Additional Job Details

Address: 661 18 ST, BRANDON

City: BRANDON

Country: Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2024-11-04

Application Deadline: 2025-06-04

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline above.

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace with diverse perspectives is key to our continued growth. We are committed to fostering a workplace where employees feel supported, collaborate effectively, drive innovation, and grow professionally. We strive to create an environment based on respect, belonging, and opportunity for all.

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