About This Opportunity: Experienced Financial Planner for Investments (Calgary)
RBC is currently seeking a Experienced Financial Planner for Investments (Calgary) to join their team in Calgary.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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Shape client financial futures as an Experienced Financial Planner. Develop investment solutions supported by internal referrals and proactive networking efforts to achieve client financial goals.
This position involves delivering customized financial planning advice while leveraging a wide range of investment products. You’ll focus on acquiring new clients and consolidating existing relationships, using your networking and marketing skills. Your entrepreneurial spirit will fuel your success in achieving sales targets.
Key Responsibilities:
• Create custom financial planning solutions for clients
• Acquire new clients and consolidate existing assets
• Collaborate with internal teams to meet client expectations
• Network extensively to build recent referral sources
Requirements:
• Financial Planning Designation (QAFP, PFP® or CFP®)
• Must possess Mutual Funds License (IFIC or CSC)
• Minimum 2 years in financial planning roles
• Proven ability in client acquisition and networking
• Strong relationship
Position DetailsKey Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join RBC?RBC offers a supportive work environment in Calgary, where employees can grow and develop their skills. This Experienced Financial Planner for Investments (Calgary) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
Ready to Apply?
Don't miss this opportunity for Experienced Financial Planner for Investments (Calgary) at RBC in Calgary.
Click the Apply button above to submit your application and take the next step in your career.
