Investment & Retirement Planner — CFP/PFP, Grow Your Client Network

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

Job summary

A leading Canadian bank is looking for an Investment and Retirement Planner in Gravenhurst, Canada. The role involves providing tailored financial planning solutions, acquiring clients, and developing referral sources. Candidates should have a Financial Planning designation and 2+ years of financial planning experience. The position offers a competitive rewards program, training, and a flexible work schedule based on client needs.

Benefits

Competitive commission structure

Flexible benefits

World-class training programs

Dynamic team environment

Innovative mobile technology

Qualifications

• Minimum 2 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.

Responsibilities

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

Skills

Networking

Client acquisition

Financial Planning

Mobile technology utilization

Education

Financial Planning Designation

Mutual Funds License

Job description

A leading Canadian bank is looking for an Investment and Retirement Planner in Gravenhurst, Canada. The role involves providing tailored financial planning solutions, acquiring clients, and developing referral sources. Candidates should have a Financial Planning designation and 2+ years of financial planning experience. The position offers a competitive rewards program, training, and a flexible work schedule based on client needs.