Financial Planner

Position: Full-Time Financial Planner at RBC
Drive investment success with RBC as a Financial Planner focusing on Investment and Retirement Planning in Lethbridge. Help clients achieve their long-term financial ambitions with your expertise.

In this role at RBC, you will be responsible for creating personalized investment strategies that align with clients’ financial goals. Networking and relationship building will play a significant role in your success, supported by internal referrals. Your innovative approach will set you apart as you provide world-class financial advice using various investment solutions.

Key Responsibilities:

• Deliver customized financial planning solutions tailored to client needs

• Acquire and manage a diverse portfolio of RBC clients

• Facilitate connections with RBC team partners for comprehensive support

• Foster new business opportunities through networking efforts

Requirements:

• Financial Planning Designation (PFP®, QAFP® or CFP®)

• Mutual Funds License (IFIC or CSC)

• Minimum 2 years in a financial planning role

• Proven client acquisition and networking ability

• Digital proficiency to utilize mobile applications effectively

Utilize your skills to empower RBC clients in achieving their investment and retirement planning goals.
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