Financial Planner Investment and Retirement Planning
On-site · Edson, Alberta, Canada or Hinton, Alberta, Canada
Job Summary
As RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients, supported by internal partners who refer clients your way. You’ll provide tailor-made financial planning advice using an array of investment and portfolio solutions, acquire and consolidate clients and assets, connect clients with RBC team members to continuously meet needs, and develop external referral sources through networking and centers of influence. Skills include financial planning designations, licensing, networking, client acquisition, partner Relationship cultivation, digital savviness, and proficiency with mobile applications. The role offers flexible benefits, commission structure, pension options, world-class training, and a collaborative team environment. Address shown is 874 Carmichael Lane, Hinton, Alberta, Canada; employment is full-time with 37.5 hours/week.
Required Qualifications
- Financial Planning Designation (PFP®, QAFPTM 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
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.