Financial Planner, Investment Retirement Planning

RBC; City of Lloydminster; On-site; CAD 70,000 - 90,000; Full time

Job summary

As an RBC Investment and Retirement Planner, you will create custom investment solutions for clients, supported by internal partners. This role requires strong networking skills and a Financial Planning Designation. Join a dynamic team focused on client success and career growth.

Benefits

Comprehensive Total Rewards Program

World-class training and career development opportunities

Flexible work schedule

Innovative mobile technology

Qualifications

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

Responsibilities

• Provide tailored financial planning advice and solutions.
• Acquire and consolidate existing and new-to-RBC clients.
• Develop external business referral sources.

Skills

Networking

Client Acquisition

Digital Savviness

Education

Financial Planning Designation (PFP or CFP)

Mutual Funds License (IFIC or CSC)

Job description

Job Summary

Job Description

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. You will be 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 tailored financial planning advice and solutions using our investment and portfolio options, including proprietary and select third-party mutual funds.
• Acquire and consolidate existing and new-to-RBC clients and assets.
• Connect clients with the appropriate RBC team members to meet their 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’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to cultivate strong partner relationships
• Digital savviness and effective use of mobile applications

What’s in it for you?

We thrive on challenges, growth, and teamwork to deliver trusted advice that helps our clients and communities prosper. We value support, potential, community impact, and mutual success.

• A comprehensive Total Rewards Program including benefits, competitive commissions, and pension options.
• World-class training and career development opportunities.
• Work with a dynamic, collaborative, and high-performing team where initiative is recognized.
• Flexible work schedule based on client needs and work/life balance.
• Innovative mobile technology to support your success.

Additional Job Details

Address: 4716 50 AVE, Lloydminster

City: Lloydminster

Country: Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: Personal & Commercial Banking

Job Type: Regular

Pay Type: Commission

Posted Date: 2025-05-14

Application Deadline: 2025-05-28

Note: Applications accepted until 11:59 PM on the day before the deadline.

Inclusion and Equal Opportunity Employment

At RBC, we believe diversity and inclusion are key to our growth. We foster a workplace of respect, belonging, and opportunity, supporting our employees to perform their best, collaborate effectively, and grow professionally. RBC is committed to policies and programs that promote an inclusive environment.

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