Financial Planner

Website Royal Bank of Canada

Job Description:

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way.

Job Responsibilities:

  • Connect clients with the right RBC team members to help continuously meet their needs
  • Develop external business referral sources through networking, marketing, and your centers of influence
  • Acquire and consolidate existing and new-to-RBC clients and assets
  • Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions

Job Requirements:

  • Ability to cultivate strong partner relationships
  • Mutual Funds License (IFIC or CSC)
  • Financial Planning Designation (PFP®, QAFP® or CFP®)
  • Proven networking and client acquisition skills
  • Minimum 2 years’ experience in financial planning

Job Details:

Company: Royal Bank of Canada

Job Category: Banking

Vacancy Type: Full Time

Job Location: Edmonton, AB, CA

Application Deadline: N/A

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