Financial Planner, Investment & Retirement Planning

RBC; Markham; On-site; CAD 60,000 - 110,000; Full time

Benefits offered by this job

Total rewards program

Training & development

Flexible schedule

Mobile technology

Job summary

RBC in Markham is seeking an Investment and Retirement Planner to create custom investment solutions for clients and manage referrals from internal partners. You will engage in prospecting, networking, and delivering world-class financial advice to help clients achieve long-term goals.

You will collaborate with RBC teams to deliver tailored planning, consolidate clients and assets, and develop external referral sources through marketing and influence.

Qualifications

• Proficiency in Cantonese and/or Mandarin.
• 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.

Responsibilities

• Provide tailor-made financial planning advice and solutions using our array of 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 your centers of influence.

Skills

Adaptability

Business Development

Client Centricity

Curious Mindset

Education

Financial Planning Designation (QAFP, PFP, CFP, CIFP)

Job description

• Please note this posting is for future opportunities in Markham area, and not specific to the location(s) listed*

Job Description

• Please note this posting is for future opportunities in Markham area, and not specific to the location(s) listed*

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

• Proficiency in Cantonese and/or Mandarin
• 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: 330 DENISON ST:MARKHAM

City: Markham

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2026-06-29

Application Deadline: 2026-09-30

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.