Financial Planner Investment and Retirement Planning
RBC•Lethbridge, AB
•Hybrid
About The Position
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.
Requirements
- Financial Planning Designation (PFP®, QAFP® 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
Responsibilities
- 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
Benefits
- Flexible benefits
- Competitive commission structure
- Pension options
- World-class training programs and career development opportunities
- Innovative mobile technology
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
