Strategic Investment & Retirement Planner – Growth & Flexibility

0000050007 Royal Bank of Canada; Quebec; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Quebec is seeking a Financial Planner to develop relationships and create custom investment solutions for clients. The role demands a minimum of 2 years' experience in financial planning and proven networking skills. As part of a collaborative and dynamic team, you will provide world-class financial advice and have unlimited earning potential through commissions and benefits. The ideal candidate will thrive in a client-centric environment and work towards mutual success.

Benefits

Full benefits

Flexible work / life balance options

World-class training program in financial services

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

Adaptability

Business Development

Client Centricity

Curiosity

Education

Financial Planning Designation (IPF)

Mutual Funds License (IFIC or CSC)

Job description

A leading financial institution in Quebec is seeking a Financial Planner to develop relationships and create custom investment solutions for clients. The role demands a minimum of 2 years' experience in financial planning and proven networking skills. As part of a collaborative and dynamic team, you will provide world-class financial advice and have unlimited earning potential through commissions and benefits. The ideal candidate will thrive in a client-centric environment and work towards mutual success.