Dynamic Investment & Retirement Planner

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

Job summary

A leading financial institution in Belleville is seeking an Investment and Retirement Planner, responsible for creating customized investment solutions and client acquisition. Successful candidates will have their PFP® or CFP® designation, a mutual funds license, and a minimum of two years of experience in financial planning. This full-time role offers a flexible schedule and a comprehensive rewards program, emphasizing inclusivity and professional growth.

Benefits

Comprehensive Total Rewards Program

Career development opportunities

Flexible work schedule

Innovative mobile technology

Qualifications

• Must have a Financial Planning Designation (PFP® or CFP®).
• Minimum 2 years of experience in financial planning.
• Proven networking and client acquisition skills are essential.

Responsibilities

• Provide tailor-made financial planning advice and solutions.
• Acquire and consolidate existing and new clients.
• Develop external business referral sources through networking.

Skills

Adaptability

Business Development

Client Centricity

Curious Mindset

Proven networking and client acquisition skills

Education

Financial Planning Designation (PFP® or CFP®)

Mutual Funds License (IFIC or CSC)

Minimum 2 years’ experience in financial planning

Job description

A leading financial institution in Belleville is seeking an Investment and Retirement Planner, responsible for creating customized investment solutions and client acquisition. Successful candidates will have their PFP® or CFP® designation, a mutual funds license, and a minimum of two years of experience in financial planning. This full-time role offers a flexible schedule and a comprehensive rewards program, emphasizing inclusivity and professional growth.