Job Description
Drive your financial advisory career forward with RBC as an Investment Planner. This role focuses on crafting customized financial solutions and expanding client relationships through effective networking.
As an RBC Investment and Retirement Planner, you’ll provide comprehensive advice using a mix of proprietary and third-party investment tools. Your ability to cultivate partnerships and acquire new clients will be pivotal for your success. With support from internal teams, you’ll enhance client experiences and help them achieve their long-term financial aspirations.
Key Responsibilities:
• Craft tailor-made investment solutions for clients using RBC tools
• Acquire new clients and consolidate existing assets
• Collaborate with RBC teams to meet diverse client needs
• Build external referral sources through networking and influence
Requirements:
• Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Fun...
As an RBC Investment and Retirement Planner, you’ll provide comprehensive advice using a mix of proprietary and third-party investment tools. Your ability to cultivate partnerships and acquire new clients will be pivotal for your success. With support from internal teams, you’ll enhance client experiences and help them achieve their long-term financial aspirations.
Key Responsibilities:
• Craft tailor-made investment solutions for clients using RBC tools
• Acquire new clients and consolidate existing assets
• Collaborate with RBC teams to meet diverse client needs
• Build external referral sources through networking and influence
Requirements:
• Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Fun...
Job Details
- Location hinton, ab
- Job Type Full-time
- Category Finance
- Posted Date June 01, 2026
- Application Deadline July 11, 2026