Investment & Retirement Planner - Flexible Schedule

RBC; 100 Mile House; On-site; CAD 70,000 - 120,000; Full time

Benefits offered by this job

Flexible benefits

Competitive commissions

Pension options

Training programs

Job summary

RBC is seeking an Investment and Retirement Planner to craft custom investment solutions for clients. You will prospect, network, and collaborate with internal partners who refer clients to you to help clients reach long-term financial goals.

Responsibilities include delivering tailored financial planning, growing RBC client assets, connecting clients with the right RBC team, and developing external referral sources. Experience in financial planning and licenses are required.

Qualifications

• Adaptability and client-centric problem solving in financial planning.
• Strong business development and relationship-building skills.
• Digital savviness and comfort with mobile tools and apps.
• Ability to network and acquire new clients through referrals.

Responsibilities

• Provide tailor-made financial planning advice using RBC investment solutions.
• Acquire and consolidate existing and new-to-RBC clients and assets.
• Connect clients with RBC team members to meet evolving needs.
• Develop external referral sources through networking and centres of influence.

Skills

Adaptability

Business Development

Client Centricity

Curious Mindset

Education

CFP/PFP/QAFP designation

Mutual Funds License (IFIC/CSC)

Job description

RBC is seeking an Investment and Retirement Planner to craft custom investment solutions for clients. You will prospect, network, and collaborate with internal partners who refer clients to you to help clients reach long-term financial goals.

Responsibilities include delivering tailored financial planning, growing RBC client assets, connecting clients with the right RBC team, and developing external referral sources. Experience in financial planning and licenses are required.