Investment & Retirement Planner — Unlimited Earnings

RBC; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Canada is seeking an Investment and Retirement Planner in Ottawa. The role involves developing relationships with clients, providing tailored investment solutions, and acquiring new clients. Candidates must possess a Financial Planning Designation and a Mutual Funds License, along with at least two years of relevant experience. This full-time position offers unlimited earning potential and the opportunity to work with a dynamic and progressive team.

Benefits

Unlimited earning potential

Full benefits

World-class training program

Qualifications

• 2+ years of experience in financial planning required.
• Mutual Funds License is essential.
• Strong networking and client acquisition skills needed.

Responsibilities

• Provide tailor-made financial planning advice and solutions.
• Acquire and consolidate existing and new clients.
• Develop external business referral sources through networking.

Skills

Adaptability

Business Development

Client Centricity

Curiosity

Education

Financial Planning Designation (PFP or CFP)

Mutual Funds License (IFIC or CSC)

Minimum 2 years’ experience in financial planning

Job description

A leading financial institution in Canada is seeking an Investment and Retirement Planner in Ottawa. The role involves developing relationships with clients, providing tailored investment solutions, and acquiring new clients. Candidates must possess a Financial Planning Designation and a Mutual Funds License, along with at least two years of relevant experience. This full-time position offers unlimited earning potential and the opportunity to work with a dynamic and progressive team.