Certified Investment Planning Expert

1 week ago


Belleville, Ontario, Canada Royal Bank of Canada> Full time

Company Overview

Royal Bank of Canada is a leading financial institution dedicated to delivering exceptional client experiences and fostering economic growth in the communities we serve.

Estimated Salary: $80,000 - $150,000 per year

Job Description

We are seeking a skilled Financial Planning, Investment Retirement Planner to join our team. In this role, you will work closely with clients to create customized investment solutions that meet their unique needs and goals.

Key Responsibilities:

  • Provide tailored financial planning advice and solutions using a comprehensive range of investment and portfolio options
  • Acquire and consolidate existing and new clients, building strong relationships to drive business growth
  • Develop external business referral sources through networking, marketing, and partnerships

Requirements and Qualifications

To be successful in this role, you will need:

  • A Financial Planning Designation (PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • A minimum of 2 years' experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to cultivate strong partner relationships

What We Offer

In addition to a competitive salary, we offer a comprehensive Total Rewards Program, including flexible benefits, a competitive commission structure, and pension options.

Benefits and Perks

  • World-class training programs and career development opportunities
  • The advantage of working with a dynamic, collaborative, and high-performing team where initiative and hard work are recognized and rewarded
  • A flexible work schedule based on client preferences and your own work/life balance

About Us

At Royal Bank of Canada, we value diversity, equity, and inclusion. We strive to provide an accessible candidate experience for all prospective employees and welcome applications from qualified candidates with diverse backgrounds and abilities.



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