Investment & Retirement Planner — Mobile Role (Brandon Area)

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

Job summary

A leading financial institution is seeking an Investment and Retirement Planner in Brandon, MB, to create custom investment solutions for clients. The role involves providing tailor-made financial advice, acquiring new clients, and developing partnerships. Ideal candidates will have a financial planning designation, mutual funds license, and networking skills, with a flexible work schedule offered. This position is full-time with a competitive commission structure and comprehensive benefits.

Benefits

Comprehensive Total Rewards Program

World-class training and career development

Flexible work schedule

Innovative mobile technology

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.
• Acquire and consolidate existing and new RBC clients.
• Develop external business referral sources through networking.

Skills

Financial Planning Designation (PFP® or CFP®)

Mutual Funds License (IFIC or CSC)

Client acquisition skills

Strong partner relationships

Digital Savviness

Job description

A leading financial institution is seeking an Investment and Retirement Planner in Brandon, MB, to create custom investment solutions for clients. The role involves providing tailor-made financial advice, acquiring new clients, and developing partnerships. Ideal candidates will have a financial planning designation, mutual funds license, and networking skills, with a flexible work schedule offered. This position is full-time with a competitive commission structure and comprehensive benefits.