Investment & Retirement Planner — Wealth Solutions Architect

RBC; Red Deer; On-site; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Total rewards program with flexibleBen

Competitive commission structure and a

Pension options

World-class training programs

Flexible work schedule

Innovative mobile technology

Job summary

RBC is seeking an Investment and Retirement Planner in Red Deer, Canada, to craft personalized investment solutions for clients. You will work with internal partners and referrals to deliver world‑class advice that aligns with long‑term goals.

You will build a client base, coordinate with RBC teams, and develop external referral networks while using your digital savviness to enhance client experiences and outcomes.

Qualifications

• Financial planning designation (QAFP, PFP or CFP) required.
• Mutual funds license (IFIC or CSC) required.
• Minimum 2 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.
• Digital savviness; ability to use mobile applications.

Responsibilities

• Provide tailor-made financial planning advice using a wide range of investment and portfolio solutions.
• Acquire and consolidate existing and new RBC clients and assets.
• Connect clients with RBC teams to meet ongoing needs.
• Develop external business referral sources through networking and centers of influence.

Skills

Networking

Client acquisition

Partner relationships

Digital savviness

Education

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

2+ years in financial planning

Job description

RBC is seeking an Investment and Retirement Planner in Red Deer, Canada, to craft personalized investment solutions for clients. You will work with internal partners and referrals to deliver world‑class advice that aligns with long‑term goals.

You will build a client base, coordinate with RBC teams, and develop external referral networks while using your digital savviness to enhance client experiences and outcomes.