Investment & Retirement Planner — Flexible, Growth‑Driven Role

Royal Bank of Canada; Peterborough; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking an experienced Investment and Retirement Planner in Peterborough. The role involves providing tailored financial advice, acquiring new clients, and developing partner relationships. Candidates should possess a PFP or CFP designation, a mutual funds license, and at least 2 years of experience in financial planning. The position offers a competitive commission structure and flexible work hours.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Dynamic work environment

Qualifications

• Minimum 2 years’ experience in financial planning.
• Proven ability to cultivate strong partner relationships.
• Experience with 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

Networking and client acquisition skills

Financial planning expertise

Digital savviness

Education

Financial Planning Designation (PFP or CFP)

Mutual Funds License (IFIC or CSC)

Job description

A leading financial institution is seeking an experienced Investment and Retirement Planner in Peterborough. The role involves providing tailored financial advice, acquiring new clients, and developing partner relationships. Candidates should possess a PFP or CFP designation, a mutual funds license, and at least 2 years of experience in financial planning. The position offers a competitive commission structure and flexible work hours.