Financial Planner Investment and Retirement Planning

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

Job summary

A leading financial services firm in Ontario seeks an Investment and Retirement Planner to create tailored investment solutions for clients in the Kitchener, Waterloo, and Cambridge Markets. This role requires a Financial Planning Designation and a Mutual Funds License, with a minimum of 2 years’ experience. Successful candidates will excel at networking and client acquisition while utilizing digital tools. The company offers a competitive benefits package and a collaborative work environment.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive commission structure

World‑class training programs

Career development opportunities

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; effectively utilize mobile applications.
• Fluent in English and a second language (Portuguese or Mandarin) is an asset.

Responsibilities

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

Skills

Client Acquisitions

Finance Strategy

Investment Portfolios

Investment Strategies

Mutual Funds

Retirement Planning

Education

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

Mutual Funds License (IFIC or CSC)

Job description

Job Description

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Kitchener, Waterloo and Cambridge Markets (please be advised specific location is to be determined). 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
• Fluent in English and second language (Portuguese or Mandarin) is an asset

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

RBC is presently inviting candidates to apply for future vacancies. Applying to this posting allows you to express your interest in future career opportunities at RBC. Qualified applicants may be contacted to review their resume in more detail.

Job Skills

Client Acquisitions, Finance Strategy, Investment Portfolios, Investment Strategies, Mutual Funds, Retirement Planning

Additional Job Details

Address: 73 MAIN ST:CAMBRIDGE

City: Cambridge

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2022-03-21

Application Deadline: 2026-01-14

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.