Investment & Retirement Planner — Flexible Schedule

RBC; Mississauga; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Total Rewards

Career Development

Professional Growth

Flexible Schedule

Job summary

RBC is seeking an Investment and Retirement Planner in Mississauga (Meadowvale Business Park, 6880 Financial Dr). You will craft tailored investment solutions for RBC clients and collaborate with internal partners to receive client referrals.

Role emphasizes networking, prospecting, and providing world-class advice to help clients achieve long-term financial goals. The team offers comprehensive rewards and ongoing professional development within a dynamic workplace.

Qualifications

• Must-have Financial Planning Designation (QAFP, PFP® or CFP®).
• Mutual Funds License (IFIC or CSC).
• Minimum 2 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.
• Digital Savviness; use of mobile applications.

Responsibilities

• Provide tailor-made financial planning advice and solutions using RBC investment and portfolio options.
• Acquire and consolidate existing and new RBC clients and assets.
• Connect clients with the right RBC team members to meet their needs.
• Develop external business referral sources through networking and marketing.

Skills

Networking

Client acquisition

Relationship building

Digital literacy

Arabic language

Job description

RBC is seeking an Investment and Retirement Planner in Mississauga (Meadowvale Business Park, 6880 Financial Dr). You will craft tailored investment solutions for RBC clients and collaborate with internal partners to receive client referrals.

Role emphasizes networking, prospecting, and providing world-class advice to help clients achieve long-term financial goals. The team offers comprehensive rewards and ongoing professional development within a dynamic workplace.