Location
lethbridge, ab, Canada
Posted
July 16, 2026
Job Description
Partner with clients to build their financial future as an Investment and Retirement Planner at RBC in Lethbridge. Your skills in networking and financial solutions will drive success.
RBC is seeking an Investment and Retirement Planner to offer bespoke financial planning advice and investment solutions. You will work alongside internal partners to receive client referrals while expanding your own network. Use your motivation and creativity to enhance sales efforts and help clients accomplish their financial goals.
Key Responsibilities:
• Offer tailor-made financial advice with top-tier investment options
• Expand client base by consolidating new and existing RBC assets
• Connect clients with appropriate RBC specialists
• Develop business referrals through active networking and influence
Requirements:
• Financial Planning Designation (PFP®, QAFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• At least 2 years of financial planning experience
• Strong n...
RBC is seeking an Investment and Retirement Planner to offer bespoke financial planning advice and investment solutions. You will work alongside internal partners to receive client referrals while expanding your own network. Use your motivation and creativity to enhance sales efforts and help clients accomplish their financial goals.
Key Responsibilities:
• Offer tailor-made financial advice with top-tier investment options
• Expand client base by consolidating new and existing RBC assets
• Connect clients with appropriate RBC specialists
• Develop business referrals through active networking and influence
Requirements:
• Financial Planning Designation (PFP®, QAFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• At least 2 years of financial planning experience
• Strong n...