Financial Planner, Investment & Retirement Planning

Royal Bank of Canada; London; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in London is seeking an Investment and Retirement Planner to create custom investment solutions for clients. This role focuses on providing tailored financial planning advice, acquiring new clients, and developing strong business referral networks. Candidates should have a financial planning designation and a minimum of 2 years’ experience in financial planning. Flexible work schedule and a comprehensive rewards program are included.

Benefits

Flexible benefits

Competitive commission structure

Career development opportunities

Dynamic and collaborative team

Qualifications

• 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.
• Acquire and consolidate existing and new clients.
• Develop external business referral sources.

Skills

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

Mutual Funds License (IFIC or CSC)

Networking skills

Client acquisition skills

Digital savviness

Education

Financial Planning Designation

Job description

Job Description

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the London Market. 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?

Please be advised specific location is to be determined and successful incumbent must be mobile within the London Market.

• 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®, CFP® or QAFP®).
• 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?

• 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.

RBCFP

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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Application Deadline

2025-10-22

Location

Address: 96 FANSHAWE PARK RD E, LONDON

City: London

Country: Canada

Work hours / week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2025-08-27