Investment & Retirement Planner: Tailored Wealth Solutions

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

Job summary

A leading financial service company is seeking an Investment and Retirement Planner in Abbotsford. This role focuses on creating customized investment solutions and fostering client relationships. You will acquire and consolidate new clients while leveraging internal support to meet their financial goals. Candidates must have relevant financial planning designations, a mutual funds license, and a minimum of 2 years of experience. Opportunities for professional development and a flexible work schedule are part of the offer.

Benefits

Comprehensive Total Rewards Program

World-class training programs

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

Skills

Networking skills

Client acquisition

Digital Savviness

Education

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

Mutual Funds License (IFIC or CSC)

Job description

A leading financial service company is seeking an Investment and Retirement Planner in Abbotsford. This role focuses on creating customized investment solutions and fostering client relationships. You will acquire and consolidate new clients while leveraging internal support to meet their financial goals. Candidates must have relevant financial planning designations, a mutual funds license, and a minimum of 2 years of experience. Opportunities for professional development and a flexible work schedule are part of the offer.