Mobile Investment & Retirement Planner | Flexible Schedule

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

Job summary

A leading financial services company in Hamilton is seeking an Investment and Retirement Planner. This role involves creating custom investment solutions and providing excellent financial planning advice. The ideal candidate will have a strong background in financial planning, proven networking skills, and the ability to work collaboratively. This full-time position offers competitive compensation and is focused on delivering exceptional client service.

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.
• Digital savviness and ability to utilize mobile applications.

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 and marketing.

Skills

Adaptability

Business Development

Client Centricity

Curiosity

Education

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Job description

A leading financial services company in Hamilton is seeking an Investment and Retirement Planner. This role involves creating custom investment solutions and providing excellent financial planning advice. The ideal candidate will have a strong background in financial planning, proven networking skills, and the ability to work collaboratively. This full-time position offers competitive compensation and is focused on delivering exceptional client service.