RBC Investment and Retirement Planner (Alberta)

Drive financial success as an Investment and Retirement Planner at RBC in St. Albert, Canada. Customize investment solutions while leveraging internal referrals to build a strong client base. In this full-time role, you will utilize your financial planning designation to provide tailored advice and solutions for RBC clients. With a minimum of two years in financial planning, your networking skills will help you connect with current clients while enhancing existing relationships. You'll work closely with RBC team members to meet client needs and develop external business sources. Key Responsibilities: • Provide tailored financial planning advice and portfolio solutions • Acquire new clients and consolidate existing assets • Collaborate with RBC team members for client support • Build external referral networks through marketing and networking Requirements: • Holds Financial Planning Designation (PFP® or CFP®) • Licensed in Mutual Funds (IFIC or CSC) • 2+ years of financial planning experience • Proven networking and client acquisition abilities • Digital savviness with mobile applications Leverage your financial expertise and networking skills to help clients achieve their investment goals at RBC. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pn8b0