Build investment and retirement planning relationships at RBC in Calgary, using financial planning expertise and client acquisition skills. Full-time work supports your advisory practice.
As an RBC Financial Planner, Investment and Retirement Planning, you create custom investment solutions for prospective and existing clients. You provide tailor-made advice using investment and portfolio solutions, acquire and consolidate client assets, and connect clients with appropriate RBC team members. Networking, marketing, and centres of influence support external referral development. The role offers commission and variable incentive compensation.
Key Responsibilities:
- Create customized investment and retirement planning solutions
- Acquire and consolidate new and existing RBC client assets
- Connect clients with appropriate RBC team members
- Develop referral sources through networking and marketing
- Use centres of influence to expand business opportunities
Requirements:
- Financial Planning Designation: PFP®, QAFPTM or CFP®
- Mutual Funds License through IFIC or CSC
- Minimum two years of financial planning experience
- Proven networking and client acquisition skills
Apply investment planning, networking, and relationship-building expertise as an RBC Financial Planner serving Calgary clients.
RBC Investment Retirement Financial Planner in Calgary employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
