Financial Planner Investment Retirement Planning

rbc; Calgary; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Total rewards program

World-class training

Dynamic team environment

Flexible work schedule

Mobile technology

Job summary

RBC in Calgary is seeking an Investment and Retirement Planner to craft custom investment solutions for clients. You will prospect, network, and collaborate with internal partners who refer clients to you, delivering world-class advice to help clients meet long-term goals.

You will provide tailored financial planning using RBC products, acquire new assets, and connect clients with specialists. A designations and license are required, with 2+ years in financial planning; strong networking and

Qualifications

• Minimum 2 years of financial planning experience.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.
• Digital savviness and ability to effectively utilize mobile applications.

Responsibilities

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

Skills

Networking

Client acquisition

Digital savviness

Education

PFP, QAFP or CFP designation

Mutual Funds License (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 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

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

Additional Job Details

Address:

555 STRATHCONA BLVD SW, UNIT 100:CALGARY City:

Calgary Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Commission Posted Date: 2026-09-16 Application Deadline: 2026-09-21 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.