Investment & Retirement Planner - Unlimited Earnings Potential

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

Job summary

A leading financial institution is seeking an Investment and Retirement Planner in Oshawa, Canada. This role involves developing relationships, creating investment solutions, and acquiring new clients. Applicants should have at least 2-3 years of licensed mutual fund sales experience and a financial planning designation. The position offers full-time employment with unlimited earning potential and a supportive team environment.

Benefits

Unlimited earning potential

Full benefits

Flexible work/life balance options

World-class training program

Qualifications

• Minimum 2 years’ experience in financial planning.
• Ability to cultivate strong partner relationships.
• Proven networking and client acquisition skills.

Responsibilities

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

Skills

Financial Planning Designation (PFP or CFP)

Mutual Funds License (IFIC or CSC)

Networking and client acquisition skills

Building partner relationships

Job description

A leading financial institution is seeking an Investment and Retirement Planner in Oshawa, Canada. This role involves developing relationships, creating investment solutions, and acquiring new clients. Applicants should have at least 2-3 years of licensed mutual fund sales experience and a financial planning designation. The position offers full-time employment with unlimited earning potential and a supportive team environment.