Wealth Planner & Investment Advisor

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

Job summary

A leading financial institution in Vaughan is seeking an Investment and Retirement Planner to provide custom investment solutions for clients. The candidate will leverage their networking skills to acquire and consolidate clients while offering tailored financial advice using an array of investment solutions. A Financial Planning Designation and at least 2 years of experience in financial planning are required. This role also includes participation in a comprehensive rewards program and professional development opportunities.

Benefits

Flexible benefits

Competitive commission structure

Career development opportunities

Dynamic team environment

Innovative mobile technology

Qualifications

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

Responsibilities

• Provide tailor-made financial planning advice using investment solutions.
• Acquire and consolidate new clients and assets.
• Connect clients with the right RBC team members.

Skills

Financial Planning Designation (QAFP, PFP® or CFP®)

Mutual Funds License (IFIC or CSC)

Client acquisition skills

Digital Savviness

Networking skills

Relationship cultivation

Education

Financial Planning Designation

Job description

A leading financial institution in Vaughan is seeking an Investment and Retirement Planner to provide custom investment solutions for clients. The candidate will leverage their networking skills to acquire and consolidate clients while offering tailored financial advice using an array of investment solutions. A Financial Planning Designation and at least 2 years of experience in financial planning are required. This role also includes participation in a comprehensive rewards program and professional development opportunities.