Financial Planner, Investment and Retirement Planning

0000050007 Royal Bank of Canada; Hamilton; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading Canadian bank is seeking an Investment and Retirement Planner in Hamilton. You will provide tailored financial planning advice and develop client relationships. Strong networking skills and a financial planning designation are essential. The role offers a competitive commission structure and innovative technology to support your success.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Flexible work schedule

Qualifications

• Minimum 2 years’ experience in financial planning.
• Proven networking and client acquisition skills required.
• Ability to cultivate strong partner relationships is essential.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Acquire and consolidate existing and new clients.
• Develop business referral sources through networking.

Skills

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Client acquisition skills

Networking skills

Digital savviness

Job description

Overview

What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. You are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

Responsibilities

• Provide tailor-made financial planning advice and solutions using an array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions.
• Acquire and consolidate existing and new-to-RBC clients and assets.
• Connect clients with the right RBC team members to help continuously meet their needs.
• Develop external business referral sources through networking, marketing, and your centres of influence.
• Specific location is to be determined; successful incumbent must be mobile within the Hamilton market.

What you need to succeed

• Financial Planning Designation (QAFP, PFP or CFP).
• Mutual Funds License (IFIC or CSC).
• Minimum 2 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.
• Digital savviness and ability to effectively utilize mobile applications.

What’s in it for you?

• A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options.
• 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.
• Innovative mobile technology to ensure your success.

Job Details

Address: 59 WILSON ST W, HAMILTON

City: Hamilton

Country: Canada

Work hours / week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2025-09-10

Application Deadline: 2025-10-08

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date.

Equal Opportunity Employment: RBC is committed to an inclusive workplace that values diversity and fosters respect, belonging and opportunity for all.

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