Financial Planner, Investment and Retirement Planning

0000050007 Royal Bank of Canada; Edmonton; On-site; CAD 60,000 - 90,000; Full time

Job summary

Join RBC as an Investment and Retirement Planner, where you'll deliver tailored financial planning solutions to clients. This role demands creativity and has a focus on client acquisition, all backed by continuous support from a high-performing team at a leading financial institution. Enjoy competitive benefits and a flexible work schedule while driving positive client outcomes in a collaborative environment.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Flexible work schedule

Innovative mobile technology

Qualifications

• Minimum 2 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.

Responsibilities

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

Skills

Adaptability

Business Development

Client Centricity

Curiosity

Digital Savviness

Education

Mutual Funds License (IFIC or CSC)

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

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

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 :

8882 170 ST 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 : 2024-05-21

Application Deadline :

2024-08-21

I nclusion 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 for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Financial Planner • EDMONTON, Alberta, Canada