Financial Planner Investment and Retirement Planner
On-siteRed Deer, Alberta, Canada
Job Summary
Provide tailor-made financial planning advice and solutions using proprietary and third-party mutual fund options for prospective and existing clients. Acquire and consolidate new-to-RBC clients and assets while connecting clients with the appropriate team members to meet their evolving needs. Develop external business referral sources through networking, marketing, and leveraging centers of influence alongside internal partner referrals. Requires a Financial Planning Designation (QAFP, PFP, or CFP), Mutual Funds License (IFIC or CSC), and minimum two years' experience in financial planning. Full-time role with a flexible work schedule based on client preferences and personal work-life balance.
Required Qualifications
- Must-have 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
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