Financial Planner, Investment and Retirement Planning

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

Job summary

A leading financial institution is seeking an Investment and Retirement Planner in Canada to create customized investment solutions for clients. This role involves providing tailored financial advice, acquiring new clients, and building strong partnerships. The ideal candidate will have a financial planning designation, mutual funds license, and excellent networking skills. Competitive compensation and flexible work arrangements offered.

Benefits

Flexible benefits

Competitive commission structure

World-class training programs

Flexible work schedule

Innovative mobile technology

Qualifications

• 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.

Responsibilities

• Provide tailor‑made financial planning advice and solutions.
• Acquire and consolidate existing and new‑to‑RBC clients.
• Connect clients with the right RBC team members.
• Develop external business referral sources through networking.

Skills

Adaptability

Business Development

Client Centricity

Curious Mindset

Education

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

Mutual Funds License (IFIC or CSC)

Job description

Job Description

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 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 (PFP®, QAFP™ 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?

• 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
• Curious Mindset

Additional Job Details

Address: 302 MAIN ST: PENTICTON

City: Penticton

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2025-12-05

Application Deadline: 2026-01-30

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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