Financial Planner, Investment And Retirement Planning Magrath Community

RBC

Edmonton, Canada
Commission structure
Investment solutions
Client referrals
Financial goals
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.
  • 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.
  • A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options.

Matching Summary

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

Salary

Commission structure

Skills & Requirements

Must-have

  • investment solutions
  • client referrals
  • financial goals
  • tailor-made advice
  • mutual fund solutions
  • external business referral sources

Nice-to-have

  • progressive thinking
  • trusted advice
  • world-class training
  • dynamic, collaborative team
  • innovative mobile technology

Key Requirements

  • Financial Planning Designation (PFP®, QAFP® or CFP®)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years’ experience
  • Networking and client acquisition skills
  • Cultivate strong partner relationships
  • Digital Savviness

Work Rights

Not specified

Tailored Resume

Cover Letter