Investment & Retirement Planner: Custom Client Solutions

Royal Bank of Canada; San Juan de Terranova; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in St. John's is seeking an Investment and Retirement Planner to create custom investment solutions and provide excellent financial planning advice. The ideal candidate will have relevant designations and experience along with strong networking skills. This role offers a comprehensive rewards program and the opportunity to work with a high-performing team in a supportive environment.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Flexible work schedule

Innovative mobile technology

Qualifications

• Proven ability to cultivate strong partner relationships.
• Strong business development skills.

Responsibilities

• Create custom investment solutions for clients.
• Acquire and consolidate clients and assets.
• Develop external business referral sources.

Skills

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

Mutual Funds License (IFIC or CSC)

Networking and client acquisition skills

Digital Savviness

Education

Minimum 2 years’ experience in financial planning

Job description

A leading financial institution in St. John's is seeking an Investment and Retirement Planner to create custom investment solutions and provide excellent financial planning advice. The ideal candidate will have relevant designations and experience along with strong networking skills. This role offers a comprehensive rewards program and the opportunity to work with a high-performing team in a supportive environment.