Financial Planner Investment And Retirement Planning

Royal Bank of Canada

Cold Lake, Canada
Base: not specified; bonus/equity: competitive com...
Financial planning advice
Client acquisition and networking
Partner relationship cultivation
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients

Job Summary

  • As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients.
  • You will be supported by internal partners who send client referrals your way and have access to world-class training programs and career development opportunities.
  • The role offers a comprehensive Total Rewards Program including flexible benefits, competitive commission structure, pension options, and a flexible work schedule.

Matching Summary

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients.

Salary

Base: Not specified; Bonus/Equity: Competitive commission structure; Benefits: Flexible benefits and pension options

Skills & Requirements

Must-have

  • Financial planning advice
  • Client acquisition and networking
  • Partner relationship cultivation
  • Use of mobile applications
  • Investment and portfolio solutions

Nice-to-have

  • Adaptability
  • Business development
  • Client centricity
  • Curious mindset
  • Progressive thinking
  • Collaborative team environment

Key Requirements

  • Financial Planning Designation (PFP®, QAFP™ or CFP®)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years’ experience in financial planning

Work Rights

Not specified

Tailored Resume

Cover Letter