Investment & Retirement Planner — Flexible + Commission

RBC; Northwestern Ontario; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking an Investment and Retirement Planner in Thunder Bay. The role involves creating custom investment solutions for clients, acquiring new clients, and developing partner relationships. Candidates must hold a financial planning designation and have at least 2 years of experience. The position offers a competitive commission structure and a flexible work schedule.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Flexible work schedule

Qualifications

• Minimum 2 years’ experience in financial planning.
• Ability to cultivate strong partner relationships.
• Mobile within the Thunder Bay market.

Responsibilities

• Provide tailor-made financial planning advice and solutions.
• Acquire and consolidate existing and new clients and assets.
• Connect clients with the right RBC team members.

Skills

Financial Planning Designation (PFP or CFP or QAFP)

Mutual Funds License (IFIC or CSC)

Networking and client acquisition skills

Digital savviness

Bilingual in French and English

Job description

A leading financial institution is seeking an Investment and Retirement Planner in Thunder Bay. The role involves creating custom investment solutions for clients, acquiring new clients, and developing partner relationships. Candidates must hold a financial planning designation and have at least 2 years of experience. The position offers a competitive commission structure and a flexible work schedule.