Financial Planner, Investment & Retirement Planning

0000050007 Royal Bank of Canada; Regina; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services provider seeks an experienced Investment and Retirement Planner in Regina, SK. You will offer customized investment solutions and advice to clients, leveraging internal partnerships for referrals. The ideal candidate has a financial planning designation, mutual funds license, and at least two years of experience. Join a dynamic team with a comprehensive rewards program and opportunities for development.

Benefits

Comprehensive Total Rewards Program

Flexible work schedule

World-class training programs

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.
• Develop external business referral sources through networking.

Skills

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Networking and client acquisition skills

Ability to cultivate partner relationships

Digital savviness

Job description

Overview

What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients in Regina, SK (please be advised specific location is to be determined and successful incumbent must be mobile within the Regina Market). 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.

Responsibilities

• Provide tailor-made financial planning advice and solutions using our 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

Qualifications

• Financial Planning Designation (QAFP, 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, 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 Details

• Address: 2441 7 AVE N, Regina
• City: Regina
• Country: Canada
• Work hours / week: 37.5
• Employment Type: Full time
• Platform: PERSONAL & COMMERCIAL BANKING
• Job Type: Regular
• Pay Type: Commission
• Posted Date: 2025-03-04
• Application Deadline: 2025-09-24

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. RBC is an Equal Opportunity Employer and is committed to building a diverse and inclusive workforce.