Client‑Focused Investment & Retirement Planner

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

Job summary

A leading financial institution in Canada seeks an Investment and Retirement Planner to create custom investment solutions for clients. You will provide tailored financial planning advice and be supported by internal partners for client referrals. The ideal candidate has a Financial Planning Designation, a Mutual Funds License, and at least 2 years of experience in financial planning. This role offers a comprehensive rewards program, competitive commission structure, and a flexible work schedule.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Flexible work schedule

Innovative mobile technology

Qualifications

• Minimum 2 years’ experience in financial planning.
• 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.
• Develop external business referral sources through networking.

Skills

Adaptability

Business Development

Client Centricity

Curiosity

Education

Financial Planning Designation (PFP®, QAFP™ or CFP®)

Mutual Funds License (IFIC or CSC)

Job description

A leading financial institution in Canada seeks an Investment and Retirement Planner to create custom investment solutions for clients. You will provide tailored financial planning advice and be supported by internal partners for client referrals. The ideal candidate has a Financial Planning Designation, a Mutual Funds License, and at least 2 years of experience in financial planning. This role offers a comprehensive rewards program, competitive commission structure, and a flexible work schedule.