Financial Planner, Investment Retirement Planner

0000050007 Royal Bank of Canada; Edmonton; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Investment and Retirement Planner to create custom investment solutions for clients. In this role, you will leverage your financial planning expertise and networking skills to build strong client relationships and drive investment sales. You'll work with a dynamic team and have access to innovative mobile technology to support your success. This position offers a comprehensive rewards program, flexible work schedule, and opportunities for career development, making it an exciting opportunity for motivated individuals looking to make a significant impact.

Benefits

Comprehensive Total Rewards Program

Flexible Benefits

Competitive Commissions

Pension Options

World-class Training

Career Development Opportunities

Flexible Work Schedule

Innovative Mobile Technology

Qualifications

• Minimum 2 years’ experience in financial planning.
• Ability to cultivate strong partner relationships.

Responsibilities

• Provide tailor-made financial planning advice and solutions.
• Acquire and consolidate existing and new-to-RBC clients.

Skills

Financial Planning Designation (PFP or CFP)

Mutual Funds License (IFIC or CSC)

Networking Skills

Client Acquisition Skills

Digital Savviness

Job description

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 are 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?

1. Provide tailor-made financial planning advice and solutions using our investment and portfolio options, including proprietary and third-party mutual funds.
2. Acquire and consolidate existing and new-to-RBC clients and assets.
3. Connect clients with the right RBC team members to meet their needs.
4. 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 ability to utilize mobile applications effectively

Nice to have

• Cantonese language skills

What’s in it for you?

We thrive on the challenge to be our best, with progressive thinking to keep growing, working together to deliver trusted advice to help clients thrive and communities prosper. We value diversity, growth, community impact, and mutual success.

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

Additional Job Details

Address: 10111 104 AVE NW, EDMONTON

City: EDMONTON

Country: Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: Personal and Commercial Banking

Job Type: Regular

Pay Type: Commission

Posted Date: 2024-05-16

Application Deadline: 2024-06-15

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace. We support our diverse talent, clients, and communities and strive to provide accessible recruitment processes. Please inform us if you need accommodations during the recruitment process.

Join our Talent Community

Stay informed about career opportunities at RBC. Sign up to receive updates on jobs, career tips, and recruitment events.

Expand your limits and create a new future with RBC. Learn more about our passion and drive to enhance the well-being of clients and communities at jobs.rbc.com.