Investment & Retirement Planner | Build Wealth for Clients

RBC; North Dundas; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in North Dundas is seeking an Investment and Retirement Planner to create custom investment solutions for clients. The role involves providing tailored financial planning advice, acquiring new clients, and developing referral sources. Candidates must have a financial planning designation and strong networking skills. The position offers a comprehensive rewards program, training, and a flexible work schedule.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Flexible work schedule

Innovative mobile technology

Qualifications

• Minimum years’ experience in financial planning is required.
• Proven ability to cultivate strong partner relationships is needed.

Responsibilities

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

Skills

Financial Planning Designation (PFP® or CFP®)

Mutual Funds License (IFIC or CSC)

Networking skills

Client acquisition skills

Digital Savviness

Job description

A leading financial institution in North Dundas is seeking an Investment and Retirement Planner to create custom investment solutions for clients. The role involves providing tailored financial planning advice, acquiring new clients, and developing referral sources. Candidates must have a financial planning designation and strong networking skills. The position offers a comprehensive rewards program, training, and a flexible work schedule.