Investment Planning Specialist

Location: On-site full-time in Prince George, BC, Canada

Company

A relationship-oriented bank focused on helping clients achieve financial success through personalized banking and investment services.

What you will do

• Provide personalized investment planning advice and comprehensive financial planning support.
• Build lasting relationships with existing clients and collaborate with Banking Centre teams.
• Develop local sales plans and convert leads into deeper client relationships.
• Generate opportunities through networking, relationship building, and business development.
• Increase local brand awareness through community marketing, outreach, and partnerships.

Requirements

• Current Mutual Funds License accreditation in good standing through the Canadian Securities Course or Investment Funds In Canada.
• Complete the Personal Financial Planner (PFP) or CFP designation within the first year; RRC applies to Quebec-based employees, and IQPF also satisfies the requirement.
• Strong client service, communication, relationship-building, and collaboration skills.
• Legally eligible to work at the specified Canadian location; a valid work or study permit is required where applicable.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, and a defined benefit pension plan.
• Employee share purchase plan, vacation, wellbeing support, and social recognition programs.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible workplace with collaborative teams and modern workspaces.

Hiring process

• Applications may include an attribute-based assessment and other skills tests, such as French proficiency testing.
• Artificial intelligence tools may be used during recruitment.