Financial Planner, Investment and Retirement Planning

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

Job summary

An established industry player is seeking an Investment and Retirement Planner to craft personalized investment solutions for clients. In this dynamic role, you will leverage your financial planning expertise and networking skills to build strong client relationships and drive investment sales. The company fosters a collaborative environment and offers a comprehensive rewards program, including flexible benefits and career development opportunities. If you're passionate about helping clients achieve their financial goals while working in a supportive team, this opportunity is perfect for you.

Benefits

Comprehensive Total Rewards Program

Flexible Benefits

Competitive Commission Structure

Pension Options

World-class Training Programs

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 to clients.
• 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

Adaptability

Business Development

Client Centricity

Curiosity

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. 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 extensive 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 ongoing needs.
• Develop external business referral sources through networking, marketing, and your centres 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, with the ability to effectively utilize mobile applications

What’s in it for you?

We thrive on the challenge to be our best, foster progressive growth, and work together to deliver trusted advice that helps our clients thrive and communities prosper. We value each other, aim for mutual success, and make a difference in our communities.

• A comprehensive Total Rewards Program including flexible benefits, a competitive commission structure, and pension options.
• World-class training programs and career development opportunities.
• The chance to work 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 work/life balance.
• Innovative mobile technology to support your success.

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Address: 204 1 AVE S: LETHBRIDGE

City: LETHBRIDGE

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2025-02-25

Application Deadline: 2025-05-22

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date 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 to perform at their best, collaborate effectively, drive innovation, and grow professionally. RBC strives to deliver this through policies and programs that promote respect, belonging, and opportunity for all.

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