# Financial Planner, Investment and Retirement Planning / Financial Planner

**Company**: RBC
**Location**: Edmonton, Alberta
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/EDMONTON-Alberta-Canada/RBC-Financial-Planning---Edmonton-and-Alberta-North_R-0000190336?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/financial-planner-investment-and-retirement-bf246e6d-7ba/

## Description

Join RBC's unique financial planning platform as a Financial Planner, Investment and Retirement Planning or Financial Planner. Develop relationships with clients, create custom investment solutions, and provide ongoing comprehensive reviews of clients' financial circumstances.

**Financial Planner, Investment and Retirement Planning**

- Provide tailor-made financial planning advice and solutions using RBC's investment and portfolio solutions

- Acquire and consolidate existing and new clients and assets

- Connect clients with the right RBC team members to continuously meet their needs

- Develop external business referral sources through networking and marketing

**Financial Planner**

- Provide tailor-made financial planning advice and help clients reach their goals using RBC's investment, credit, and everyday banking solutions

- Actively maintain and expand your portfolio of clients using value-based relationship management practices

- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

**Requirements**

- Financial Planning Designation (PFP, QAFP or CFP)

- Mutual Funds License (IFIC or CSC)

- Minimum 2 years' experience in financial planning

- Proven networking and client acquisition skills

**Benefits**

- Full-time RBC employee status with unlimited earning potential and full benefits

- Work with a dynamic, collaborative, and high-performing team

- A world-class training program in financial services

- Flexible work/life balance options

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## Skills

### Required
- Business Development
- Client Centricity
- Communication
- Long Term Planning
- Financial Planning
- Networking
- Client Acquisition

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/EDMONTON-Alberta-Canada/RBC-Financial-Planning---Edmonton-and-Alberta-North_R-0000190336?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)