- 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
- Acquire and consolidate existing and new-to-RBC clients and assets
- Connect clients with the right RBC team members to help continuously meet their needs
- Develop external business referral sources through networking, marketing, and your centres of influence
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0000050007 Royal Bank of Canada Edmonton, Canada Full timeJob Description · What is the opportunity? 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 ...
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0000050007 Royal Bank of Canada Edmonton, Canada Full timeJob Description · What is the opportunity? 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 ...
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Royal Bank of Canada> Edmonton, CanadaJob Summary · Job Description · What is the opportunity? · 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 par ...
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0000050007 Royal Bank of Canada Edmonton, Canada Full timeJob Description · What is the opportunity? 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 ...
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0000050007 Royal Bank of Canada Edmonton, Canada Full timeJob Description · What is the opportunity? 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 ...
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Royal Bank of Canada> Edmonton, Canada Full timeJob Summary · Job Description · What is the opportunity? · 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 par ...
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Royal Bank of Canada> Edmonton, CanadaJob Summary · Job Description · What is the opportunity? · 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 par ...
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Royal Bank of Canada> Edmonton, CanadaJob Summary · Job Description · Are you either an accredited Financial Planner or working through your accreditation and interested in building a career with RBC? · We are always on the look-out for top talent for opportunities within the Financial Planning Network in Alberta · R ...
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0000050007 Royal Bank of Canada Edmonton, Canada Full timeJob Description · Are you either an accredited Financial Planner or working through your accreditation and interested in building a career with RBC?We are always on the look-out for top talent for opportunities within the Financial Planning Network in Alberta RBC Financial Plann ...
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Financial Planner, Investment and Retirement Planning - Edmonton, Canada - Royal Bank of Canada>
Description
Job Summary
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. 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.
What will you do?
What do you need to succeed?
Must-have:
Financial Planning Designation (PFP 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
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program of:
- Flexible benefits
- Competitive commission structure
- Pension options
World-class training programs and career development opportunities
The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
A flexible work schedule based on client preferences and your own work/life balance
Innovative mobile technology to ensure your success
Job Skills
Adaptability, Business Development, Client Centricity, Curiosity
Additional Job Details
Address: ST NW:EDMONTON
City: EDMONTON
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: Personal and Commercial Banking
Job Type: Regular
Pay Type: Commission
Posted Date:
Application Deadline:
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