Investment & Retirement Planner — Client‑Focused, Flexible

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

Job summary

A major financial institution in Canada is looking for an Investment and Retirement Planner to deliver tailored investment strategies for clients. The ideal candidate will possess strong networking skills and a financial planning designation. You will work with a dynamic team while benefiting from a competitive pay structure and extensive support to achieve your professional goals. This full-time role offers flexibility to balance work and client needs while making a significant impact on clients' financial futures.

Benefits

Comprehensive Total Rewards Program

Competitive commission structure

World-class training programs

Dynamic and collaborative team environment

Flexible work schedule

Qualifications

• Financial Planning Designation (PFP®, QAFP™ or CFP®) is required.
• Must have Mutual Funds License (IFIC or CSC).
• At least 2 years’ experience in financial planning is necessary.
• Strong networking and client acquisition abilities are essential.
• Skills in cultivating partner relationships are required.
• Ability to effectively utilize mobile applications is needed.

Responsibilities

• Provide tailor‑made financial planning advice and solutions.
• Acquire and consolidate existing and new clients.
• Connect clients with the right RBC team members.
• Develop external business referral sources through networking.

Skills

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

Mutual Funds License (IFIC or CSC)

Minimum 2 years’ experience in financial planning

Proven networking and client acquisition skills

Ability to cultivate strong partner relationships

Digital Savviness

Job description

A major financial institution in Canada is looking for an Investment and Retirement Planner to deliver tailored investment strategies for clients. The ideal candidate will possess strong networking skills and a financial planning designation. You will work with a dynamic team while benefiting from a competitive pay structure and extensive support to achieve your professional goals. This full-time role offers flexibility to balance work and client needs while making a significant impact on clients' financial futures.