Financial Planner, Investment and Retirement Planning

RBC - Royal Bank; Lethbridge; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking financial institution as an Investment and Retirement Planner, where you'll create custom investment solutions for clients. This role offers the opportunity to work with a dynamic team, leveraging your networking skills to build strong client relationships. With a focus on professional growth, you'll benefit from world-class training and a flexible work schedule designed to support your work-life balance. If you're motivated to help clients achieve their financial goals while thriving in a collaborative environment, this position is perfect for you.

Benefits

Flexible Benefits

Competitive Commission Structure

Pension Options

World-class Training Programs

Career Development Opportunities

Dynamic Team Environment

Flexible Work Schedule

Innovative Mobile Technology

Qualifications

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

Responsibilities

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

Skills

Mutual Funds License (IFIC or CSC)

Financial Planning

Networking Skills

Client Acquisition

Digital Savviness

Job description

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