Financial Planner, Investment Retirement Planner

RBC; King; On-site; CAD 70,000 - 120,000; Full time

Job summary

RBC is seeking an Investment and Retirement Planner to design custom solutions for clients, leveraging internal referrals and personal networking. You will deliver tailored financial planning and connect clients with the right RBC experts to sustain long-term goals.

You will build external referral sources and expand assets under management while collaborating with a high-performing team. A proactive, client-centric mindset is essential to succeed in this role.

Qualifications

• Financial planning designation required (QAFP, PFP, CFP or CIFP).
• Mutual funds license (IFIC or CSC) required.
• Minimum 2 years of financial planning experience.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.
• Digital savviness; comfortable with mobile apps.

Responsibilities

• Provide tailor-made financial planning advice using RBC’s investment and portfolio solutions.
• Acquire and consolidate RBC clients and assets.
• Connect clients with RBC teams to meet evolving needs.
• Develop external referral sources through networking and centers of influence.

Skills

Adaptability

Business Development

Client Centricity

Curious Mindset

Education

QAFP/PFP/CFP/CIFP

IFIC/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. 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 centers of influence

What do you need to succeed?

Must-have

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

• 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:

2115 KING RD:KING

City:

King

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2026-09-09

Application Deadline:

2026-10-24

Note

** :** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above