Financial Planner, Investment and Retirement Planning

RBC; Hamilton; On-site; CAD 70,000 - 90,000; Full time

Job summary

RBC seeks an Investment and Retirement Planner in Hamilton to provide customized investment solutions and financial planning advice. You will leverage your networking skills alongside internal referrals to help clients achieve their financial goals, supported by a collaborative team and world-class resources.

Benefits

Comprehensive Total Rewards Program

World-class training and career development

Flexible work schedule

Dynamic and collaborative team environment

Qualifications

• Minimum 2 years’ experience in financial planning.
• Strong skills in client acquisition and relationship building.
• Proficiency using mobile applications for client management.

Responsibilities

• Provide tailor-made financial planning advice using RBC’s solutions.
• Acquire and consolidate existing and new clients.
• Develop external business referral sources through networking.

Skills

Client Centricity

Networking

Digital Savviness

Education

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Job description

Job Summary

Job Description

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, 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.

What will you do?

• Provide tailor-made financial planning advice and solutions using our unparalleled 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

What do you need to succeed?

Must-have

• 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, ability to effectively utilize mobile applications

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• 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 Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Address:

545 RYMAL RD E: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:

2025-06-11

Application Deadline:

2025-07-09

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

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.