More jobs:
Investment and Retirement Planner
Job in
Lethbridge, Alberta, N1J, Canada
Listed on 2026-07-14
Listing for:
RBC
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Partner with clients to build their financial future as an Investment and Retirement Planner at RBC in Lethbridge. Your skills in networking and financial solutions will drive success.
RBC is seeking an Investment and Retirement Planner to offer bespoke financial planning advice and investment solutions. You will work alongside internal partners to receive client referrals while expanding your own network. Use your motivation and creativity to enhance sales efforts and help clients accomplish their financial goals.
Key Responsibilities:
• Offer tailor-made financial advice with top-tier investment options
• Expand client base by consolidating new and existing RBC assets
• Connect clients with appropriate RBC specialists
• Develop business referrals through active networking and influence
Requirements:
• Financial Planning Designation (PFP®, QAFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• At least 2 years of financial planning experience
• Strong networking and client relationship skills
• Proficient in mobile technology for financial solutions
Your financial advisory skills will make a difference in RBC client success.
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