Strategic Financial Planner: Investments & Retirement

RBC; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Calgary is seeking an Investment and Retirement Planner to provide tailored investment solutions for clients. The ideal candidate will have a Financial Planning Designation and proven networking skills. In this role, you will connect clients with the appropriate teams and develop referral sources while enjoying a flexible work schedule and comprehensive benefits.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Flexible work schedule

Innovative mobile technology

Qualifications

• Minimum 2 years' experience in financial planning.
• Proven networking and client acquisition skills.
• Digital Savviness, ability to effectively utilize mobile applications.

Responsibilities

• Provide tailor-made financial planning advice using various investment solutions.
• Acquire and consolidate existing and new-to-RBC clients.
• Develop external business referral sources through networking.

Skills

Adaptability

Business Development

Client Centricity

Curiosity

Education

Financial Planning Designation (QAFP, PFP® or CFP®)

Mutual Funds License (IFIC or CSC)

Job description

A leading financial institution in Calgary is seeking an Investment and Retirement Planner to provide tailored investment solutions for clients. The ideal candidate will have a Financial Planning Designation and proven networking skills. In this role, you will connect clients with the appropriate teams and develop referral sources while enjoying a flexible work schedule and comprehensive benefits.