Investment and Retirement Financial Planner

Excel as an Investment and Retirement Planner with RBC in Lethbridge, Canada. Focus on crafting client-specific investment strategies supported by internal resources for enhanced client service.

This position involves utilizing your financial planning qualifications to provide expert advice and solutions to both existing and prospective clients. You will be responsible for client acquisition and developing your professional network, alongside leveraging RBC’s robust support systems. A flexible working schedule tailored to your client interactions maximizes work-life balance while offering professional growth opportunities.

Key Responsibilities:
• Develop personalized financial planning solutions
• Acquire and maintain a strong client portfolio with RBC
• Facilitate connections with relevant RBC team members
• Cultivate external business referrals through networking

Requirements:
• Financial Planning Designation (PFP®,...

Ready to Apply?

Submit your application today and join our talented team at RBC.

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