Investment & Retirement Planner — Client Growth & Solutions

Royal Bank of Canada>; Hamilton; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Hamilton is seeking an experienced Investment and Retirement Planner. You will create custom investment solutions and provide world-class financial advice to clients, backed by strong internal support. The ideal candidate has a financial planning designation and a minimum of 2 years’ experience. This role offers competitive commissions, flexible scheduling, and a collaborative work environment.

Benefits

Comprehensive Total Rewards Program

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 clients.
• Develop external business referral sources through networking.

Skills

Adaptability

Business Development

Client Centricity

Curiosity

Education

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Job description

A leading financial institution in Hamilton is seeking an experienced Investment and Retirement Planner. You will create custom investment solutions and provide world-class financial advice to clients, backed by strong internal support. The ideal candidate has a financial planning designation and a minimum of 2 years’ experience. This role offers competitive commissions, flexible scheduling, and a collaborative work environment.