Investment & Retirement Planner — Flexible Schedule

0000050007 Royal Bank of Canada; Eastern Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Kingston is seeking an Investment and Retirement Planner to provide customized financial advice and solutions. The role requires a minimum of 2 years in financial planning and a valid PFP or CFP designation. Candidates will benefit from flexible working conditions and a comprehensive rewards program. This opportunity fosters career development in a dynamic team environment.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Flexible work schedule

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 and solutions.
• Acquire and consolidate existing and new-to-RBC clients.
• Connect clients with the right RBC team members.

Skills

Networking skills

Client acquisition

Digital Savviness

Education

Financial Planning Designation (PFP® or CFP®)

Mutual Funds License (IFIC or CSC)

Job description

A leading financial institution in Kingston is seeking an Investment and Retirement Planner to provide customized financial advice and solutions. The role requires a minimum of 2 years in financial planning and a valid PFP or CFP designation. Candidates will benefit from flexible working conditions and a comprehensive rewards program. This opportunity fosters career development in a dynamic team environment.