Brantford Investment & Retirement Planner: Grow Wealth

RBC; Brantford; On-site; CAD 60,000 - 80,000; Full time

Job summary

A major Canadian financial institution is seeking an Investment and Retirement Planner in Brantford, ON. The successful candidate will provide custom investment solutions for clients, supported by a collaborative team. Candidates must have a Financial Planning Designation and at least 2 years of financial planning experience. The role offers competitive compensation, world-class training, and a flexible work schedule.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Flexible work schedule

Innovative mobile technology

Qualifications

• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.
• Digital Savviness, ability to effectively utilize mobile applications.

Responsibilities

• Provide tailor-made financial planning advice and solutions.
• Acquire and consolidate existing and new-to-RBC clients and assets.
• Connect clients with the right RBC team members.

Skills

Adaptability

Business Development

Client Centricity

Curiosity

Education

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Minimum 2 years’ experience in financial planning

Job description

A major Canadian financial institution is seeking an Investment and Retirement Planner in Brantford, ON. The successful candidate will provide custom investment solutions for clients, supported by a collaborative team. Candidates must have a Financial Planning Designation and at least 2 years of financial planning experience. The role offers competitive compensation, world-class training, and a flexible work schedule.