Investment Planning Specialist Jobs

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Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Investment Planning Specialist

What is the opportunity?

As a Financial Planner Intern in a unique three year mentorship program, you will develop the financial planning expertise necessary to succeed as an accredited RBC Financial Planner. The Mentorship Program offers an opportunity to learn financial planning from a successful, established Financial Planner in a growing market. You will be aligned with an expert Financial Planner and learn through the hands-on application of financial planning and relationship management. When you are fully proficient and accredited, you will move into a full financial planner role. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus annual incentive compensation, you can create the future you want for yourself and for the clients you advise.

What will you do?

• Enable Mentor to increase financial planning and advice activities
• Acquire either the Personal Financial Planner (PFP) or Certified Financial Planner (CFP) no later than the conclusion of the mentorship
• Provide tailor-made financial advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
• Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
• Build a portfolio and support contact management across both portfolios

What do you need to succeed?

Must-have

• Mutual Funds License (IFIC or CSC)
• Ability to develop a strong referral network
• Excellent communication, time management and organizational skills
• Personal Financial Services Advice course (or equivalent)
• Proven networking and client acquisition skills

Nice-to-have

• Previous experience in financial services
• A post-secondary diploma/degree, ideally in commerce or business administration
• Continuous learner with a deep curiosity for understanding his/her diverse customers and is up-to-date with changes in client needs, procedures, and relevant products

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Work with a dynamic, collaborative, progressive, and high-performing team
• Full-time RBC employee status with unlimited earning potential and full benefits
• Flexible work/life balance options
• A world-class training program in financial services

Job Summary

Address:

REGINA, Saskatchewan, Canada

City:

CAN-SK-REGINA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-04-24

Application Deadline:

2023-04-29

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.