Financial Planner Investment and Retirement Planning

Royal Bank of Canada; Sault Ste. Marie; On-site; CAD 70,000 - 120,000; Full time

Benefits offered by this job

Total Rewards Program

Pension options

World-class training

Job summary

Royal Bank of Canada is seeking an Investment and Retirement Planner to craft bespoke investment solutions for clients. You will generate referrals, collaborate with internal partners, and deliver world-class advice helping clients reach long-term financial goals.

You will leverage RBC's breadth of investment options, grow RBC client assets, and connect clients with the right RBC teams while expanding external referral networks through marketing and strong relationships.

Qualifications

• Must-have: Financial Planning Designation (QAFP, PFP or CFP).
• Must-have: 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 use of mobile apps.

Responsibilities

• Provide tailor-made financial planning advice using RBC investment solutions.
• Acquire and consolidate existing and new-to-RBC clients and assets.
• Connect clients with the right RBC team members to meet their needs.
• Develop external business referral sources through networking and marketing.

Skills

Adaptability

Business Development

Client Centricity

Curious Mindset

Education

QAFP, PFP or CFP

IFIC or CSC Mutual Funds License

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, Curious Mindset

Additional Job Details

Address: 439 GREAT NORTHERN RD:SAULT STE. MARIE

City: Sault Ste. Marie

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular Pay Type: Commission

Posted Date: 2026-11-09

Application Deadline: 2026-11-23 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.