Custom Investment & Retirement Planner

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

Job summary

A leading financial institution is seeking an Investment and Retirement Planner in Canada to create customized investment solutions for clients. This role involves providing tailored financial advice, acquiring new clients, and building strong partnerships. The ideal candidate will have a financial planning designation, mutual funds license, and excellent networking skills. Competitive compensation and flexible work arrangements offered.

Benefits

Flexible benefits

Competitive commission structure

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.
• Connect clients with the right RBC team members.
• Develop external business referral sources through networking.

Skills

Adaptability

Business Development

Client Centricity

Curious Mindset

Education

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

Mutual Funds License (IFIC or CSC)

Job description

A leading financial institution is seeking an Investment and Retirement Planner in Canada to create customized investment solutions for clients. This role involves providing tailored financial advice, acquiring new clients, and building strong partnerships. The ideal candidate will have a financial planning designation, mutual funds license, and excellent networking skills. Competitive compensation and flexible work arrangements offered.