Financial Planner, Investment & Retirement Planning

RBC; Municipality of Northern Bruce Peninsula; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking an Investment and Retirement Planner to provide tailored financial planning solutions for clients in the Northern Bruce Peninsula area. The ideal candidate will have a Financial Planning Designation, experience in client acquisition, and excellent networking skills. This role offers a competitive commission structure and a comprehensive benefits package.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Flexible work schedule

Innovative mobile technology

Qualifications

• Must have a Financial Planning Designation (PFP or CFP or QAFP).
• Must have a Mutual Funds License (IFIC or CSC).
• Minimum of 2 years’ experience in financial planning required.

Responsibilities

• Provide tailor-made financial planning advice and solutions.
• Acquire and consolidate 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)

Networking skills

Client acquisition skills

Digital Savviness

Education

Minimum 2 years’ experience in financial planning

Job description

Overview

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Lions Head, Tobermory and Wiarton, ON markets. With your own prospecting and networking activity, you are supported by internal partners who send client referrals your way. You will provide world-class advice and solutions to help clients achieve long-term financial goals.

What will you do?

• Provide tailor-made financial planning advice and solutions using our 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


• Specific location is to be determined and successful candidate must be mobile within the Lions Head, Tobermory and Wiarton Markets

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

#LI-RZ1

RBCFP

Job Details

• Address: 10 Webster St, Northern Bruce Peninsula


• City: Northern Bruce Peninsula


• Country: Canada


• Work hours/week: 37.5


• Employment Type: Full time


• Platform: Personal & Commercial Banking


• Job Type: Regular


• Pay Type: Commission


• Posted Date: 2025-09-25


• Application Deadline: 2025-10-23

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

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. RBC strives to deliver a workplace based on respect, belonging and opportunity for all.

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