Investment & Retirement Planner - Flexible Schedule

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

Benefits offered by this job

Total rewards program

World-class training programs

Flexible work schedule

Innovative mobile technology

Job summary

RBC is seeking an Investment and Retirement Planner to craft custom investment solutions for current and prospective clients. You will leverage referrals and internal partners to deliver world-class advice and help clients reach long-term financial goals.

Responsibilities include building a client base, consolidating assets, and coordinating with RBC teams to ensure ongoing client satisfaction. Strong networking and designations are required, with a flexible, client-focused approach.

Qualifications

• Adaptability, willingness to learn new concepts.
• Strong networking and client development abilities.
• Proficient communication and presentation skills.
• Ability to work collaboratively with internal teams.
• Familiarity with digital tools and mobile apps.

Responsibilities

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

Skills

Adaptability

Business Development

Client Centricity

Curious Mindset

Education

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Minimum 2 years’ experience in financial planning

Job description

RBC is seeking an Investment and Retirement Planner to craft custom investment solutions for current and prospective clients. You will leverage referrals and internal partners to deliver world-class advice and help clients reach long-term financial goals.

Responsibilities include building a client base, consolidating assets, and coordinating with RBC teams to ensure ongoing client satisfaction. Strong networking and designations are required, with a flexible, client-focused approach.