Financial Planner Investment and Retirement Planning

RBC; Edmonton; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Financial Planner for Investment and Retirement Planning. This role involves creating customized investment solutions for clients, requiring strong networking and client acquisition skills. You will collaborate with internal partners to provide tailored advice, helping clients achieve their financial goals. The position offers a flexible work schedule, competitive commissions, and opportunities for career development in a collaborative team environment. Join this forward-thinking company to make a meaningful impact in the community while advancing your career.

Benefits

Flexible benefits

Competitive commissions

Pension options

World-class training

Career development

Collaborative team environment

Flexible work schedule

Innovative mobile technology support

Qualifications

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

Responsibilities

• Provide personalized financial planning advice using various investment solutions.
• Acquire and manage existing and new clients and assets.

Skills

Financial Planning Designation (PFP or CFP)

Mutual Funds License (IFIC or CSC)

Client Acquisition Skills

Networking Skills

Digital Savviness

Job description

Financial Planner Investment and Retirement Planning

Join to apply for the Financial Planner Investment and Retirement Planning role at RBC

What is the opportunity?
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Your prospecting, networking, and collaboration with internal partners will drive your success in providing tailored advice to help clients achieve their financial goals.

Job Summary

What will you do?

• Provide personalized financial planning advice using a range of investment solutions, including mutual funds.
• Acquire and manage existing and new clients and assets.
• Connect clients with relevant RBC teams to meet their needs.
• Develop external referral sources through networking and marketing.

What do you need to succeed?

• Financial Planning Designation (PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience in financial planning
• Strong networking and client acquisition skills
• Ability to build partner relationships
• Digital savviness and mobile application proficiency

What’s in it for you?

• Flexible benefits, competitive commissions, and pension options
• World-class training and career development
• Collaborative, high-performing team environment
• Flexible work schedule for work/life balance
• Innovative mobile technology support

Additional Details

• Location: 9499 137 AVE NW, Edmonton, Canada
• Employment Type: Full-time, Regular, Commission-based
• Work hours: 37.5/week
• Platform: Personal & Commercial Banking
• Posted: 2025-05-02, Deadline: 2025-05-09

RBC values diversity and inclusion, fostering a respectful workplace that supports growth and innovation. Join us to expand your career and make a difference in communities.