Financial Planner, Investment & Retirement Planning

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

Job summary

A leading financial institution in London is seeking an experienced Investment and Retirement Planner to provide tailored financial planning solutions. You will acquire new clients and develop business referral sources through networking. The ideal candidate has at least 2 years in financial planning and must possess relevant certifications. This role offers a flexible work schedule and comprehensive benefits.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Flexible work schedule

Innovative mobile technology

Qualifications

• Minimum 2 years’ experience in financial planning.
• Ability to cultivate strong partner relationships.

Responsibilities

• Provide tailor-made financial planning advice using investment solutions.
• Acquire and consolidate existing and new-to-RBC clients.
• Connect clients with the right RBC team members.

Skills

Financial Planning Designation (PFP or CFP or QAFP)

Mutual Funds License (IFIC or CSC)

Proven networking and client acquisition skills

Digital savviness

Job description

Overview

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

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

RBCFP

Job Skills

Additional Job Details

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

Application Deadline: 2025-10-22

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our growth. We strive to maintain a workplace where employees feel supported to perform at their best, collaborate effectively, drive innovation, and grow professionally. RBC fosters respect, belonging, and opportunity for all.

Join our Talent Community

Stay informed about career opportunities at RBC. Sign up to get customized info on latest jobs, career tips, and recruitment events that matter to you. Find out how we use our passion and drive to enhance the well-being of clients and communities at RBC.