Financial Planner, Investment and Retirement Planning

Royal Bank of Canada; Val-d'Or; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Full benefits

Unlimited earning potential

World-class training

Flexible work/life balance

Job summary

Royal Bank of Canada is seeking a Financial Planner, Investment and Retirement Planning in Val-d'Or to build lasting client relationships and deliver tailored investment solutions. You will leverage RBC's portfolio to meet clients' long-term goals while expanding the client base through networking and referrals.

The role emphasizes collaboration with internal partners, a strong focus on financial planning designations, licensing, and ongoing learning.

Qualifications

• Must-have: Financial Planning Designation (IPF) or in process of completion.
• 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.

Responsibilities

• Provide tailor-made financial planning advice and solutions using RBC investment and portfolio 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, marketing, and COI.

Skills

Adaptability

Business Development

Client Centricity

Curious Mindset

Education

Financial Planning Designation (IPF) or in progression

Mutual Funds License (IFIC or CSC)

Job description

Job Description

This is an opportunity for l'Abitibi region

What is the opportunity?

As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and 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 hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.

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 (IPF) or in the process of completion
• 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

What are the advantages 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.

• Full-time RBC employee status with unlimited earning potential and full benefits
• Work with a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services
• Flexible work/life balance options

Job Skills

• Adaptability
• Business Development
• Client Centricity
• Curious Mindset

Additional Job Details

Address:

689 3 AV:VAL-D'OR City:

Val-D'Or Country:

Canada Work hours/week:

37.5 Employment Type:

Full time Platform:

PERSONAL & COMMERCIAL BANKING Job Type:

Regular Pay Type:

Commission Posted Date:

2025-06-04 Application Deadline:

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.