Investment & Retirement Planner - Grow Clients, Flexible

RBC; Sidney; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking an Investment and Retirement Planner in Sidney, BC. The ideal candidate will create customized investment solutions for clients and collaborate with internal partners for referrals. You must have a financial planning designation and a minimum of two years' experience. The position offers a flexible schedule and a total rewards program, including competitive commissions and career development opportunities. Join a dynamic team focused on client success and community impact.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Flexible work schedule

Innovative mobile technology

Qualifications

• Financial Planning Designation (PFP®, QAFP™ or CFP®) required.
• Minimum 2 years of experience in financial planning is a must.
• Proven networking and client acquisition skills necessary.

Responsibilities

• Provide tailored financial planning advice and solutions.
• Acquire and consolidate clients and assets.
• Connect clients with the right RBC team members.

Skills

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

Mutual Funds License (IFIC or CSC)

Networking and client acquisition skills

Digital Savviness

Education

Minimum 2 years’ experience in financial planning

Job description

A leading financial institution is seeking an Investment and Retirement Planner in Sidney, BC. The ideal candidate will create customized investment solutions for clients and collaborate with internal partners for referrals. You must have a financial planning designation and a minimum of two years' experience. The position offers a flexible schedule and a total rewards program, including competitive commissions and career development opportunities. Join a dynamic team focused on client success and community impact.