Financial Planner, Investment and Retirement Planning

0000050007 Royal Bank of Canada; Qualicum Beach; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Canada is seeking an Investment and Retirement Planner to create customized investment solutions. You will develop client relationships, provide financial planning advice, and work with a supportive team. Ideal candidates will have a financial planning designation and experience in client acquisition. This role offers competitive commission structure, benefits, and a flexible work schedule.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Flexible work schedule

Innovative mobile technology

Qualifications

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

Responsibilities

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

Skills

Financial Planning Designation (PFP, QAFP or CFP)

Mutual Funds License (IFIC or CSC)

Networking and client acquisition skills

Digital savviness

Job description

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. The work environment for this position is home office and branch.

Responsibilities

• Provide tailor-made financial planning advice and solutions using our 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 you need to succeed

• 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 Details

Job Skills: Adaptability, Business Development, Client Centricity, Curiosity

Address: 133 2 AVE W, QUALICUM BEACH

City: Qualicum Beach

Country: Canada

Work hours / week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2025-09-24

Application Deadline: 2025-10-01

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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