Strategic Financial Planner: Investments & Retirement

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

Job summary

A leading financial institution in Montreal seeks a Financial Planner specialized in Investment and Retirement Planning. You will provide custom investment solutions, develop client relationships, and enjoy unlimited earning potential. The ideal candidate has the necessary financial planning designations and minimum 2 years of experience in the field. The position offers full-time status with benefits and a dynamic working environment.

Benefits

Unlimited earning potential

Full benefits

World-class training program

Flexible work/life balance options

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.
• Connect clients with the right RBC team members.

Skills

Adaptability

Business Development

Client Centricity

Curiosity

Education

Financial Planning Designation (IPF)

Mutual Funds License (IFIC or CSC)

Job description

A leading financial institution in Montreal seeks a Financial Planner specialized in Investment and Retirement Planning. You will provide custom investment solutions, develop client relationships, and enjoy unlimited earning potential. The ideal candidate has the necessary financial planning designations and minimum 2 years of experience in the field. The position offers full-time status with benefits and a dynamic working environment.