Investment & Retirement Planner — Grow Client Wealth (Flexible)

rbc; Calgary; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Total rewards program

World-class training

Dynamic team environment

Flexible work schedule

Mobile technology

Job summary

RBC in Calgary is seeking an Investment and Retirement Planner to craft custom investment solutions for clients. You will prospect, network, and collaborate with internal partners who refer clients to you, delivering world-class advice to help clients meet long-term goals.

You will provide tailored financial planning using RBC products, acquire new assets, and connect clients with specialists. A designations and license are required, with 2+ years in financial planning; strong networking and

Qualifications

• Minimum 2 years of financial planning experience.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.
• Digital savviness and ability to effectively utilize mobile applications.

Responsibilities

• Provide tailor-made financial planning advice and solutions using investment and portfolio solutions.
• Acquire and consolidate existing and new-to-RBC clients and assets.
• Connect clients with the right RBC team members to help meet their needs.
• Develop external business referral sources through networking, marketing, and centers of influence.

Skills

Networking

Client acquisition

Digital savviness

Education

PFP, QAFP or CFP designation

Mutual Funds License (IFIC/CSC)

Job description

RBC in Calgary is seeking an Investment and Retirement Planner to craft custom investment solutions for clients. You will prospect, network, and collaborate with internal partners who refer clients to you, delivering world-class advice to help clients meet long-term goals.

You will provide tailored financial planning using RBC products, acquire new assets, and connect clients with specialists. A designations and license are required, with 2+ years in financial planning; strong networking and