Investment & Retirement Planner - Flexible & Mobile

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

Job summary

A leading financial institution in London is seeking an Investment and Retirement Planner to create custom investment solutions for clients. This role focuses on providing tailored financial planning advice, acquiring new clients, and developing strong business referral networks. Candidates should have a financial planning designation and a minimum of 2 years’ experience in financial planning. Flexible work schedule and a comprehensive rewards program are included.

Benefits

Flexible benefits

Competitive commission structure

Career development opportunities

Dynamic and collaborative team

Qualifications

• Minimum 2 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.

Responsibilities

• Provide tailor‑made financial planning advice.
• Acquire and consolidate existing and new clients.
• Develop external business referral sources.

Skills

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

Mutual Funds License (IFIC or CSC)

Networking skills

Client acquisition skills

Digital savviness

Education

Financial Planning Designation

Job description

A leading financial institution in London is seeking an Investment and Retirement Planner to create custom investment solutions for clients. This role focuses on providing tailored financial planning advice, acquiring new clients, and developing strong business referral networks. Candidates should have a financial planning designation and a minimum of 2 years’ experience in financial planning. Flexible work schedule and a comprehensive rewards program are included.