Financial Planner Investment Retirement Planning

0000050007 Royal Bank of Canada; Town of Berwick; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Canada is seeking a Financial Planner specializing in Investment and Retirement Planning. The role includes providing custom investment solutions to clients and developing business relationships. Candidates should possess a Financial Planning Designation and a Mutual Funds License, with at least 2 years of relevant experience. The position offers a competitive rewards program and opportunities for career development.

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.
• Proven record of client acquisition.

Responsibilities

• Provide tailor-made financial planning advice and solutions.
• Acquire and consolidate existing clients and assets.
• Develop external business referral sources.

Skills

Financial Planning Designation (QAFP, PFP or CFP)

Mutual Funds License (IFIC or CSC)

Networking skills

Client acquisition skills

Digital savviness

Job description

Overview

What is the opportunity? As an RBC Financial Planner-Investment and Retirement Planning, you create custom investment solutions for prospective and existing RBC clients. 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.

Responsibilities

• Provide tailor-made financial planning advice and solutions using our array of investment and portfolio solutions, including 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 centres of influence

What you need to succeed

• Financial Planning Designation (QAFP, PFP 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?

• 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 work/life balance
• Innovative mobile technology to ensure your success

Job Details

• Address: 195 COMMERCIAL ST, BERWICK
• City: Berwick
• Country: Canada
• Work hours / week: 37.5
• Employment Type: Full time
• Platform: PERSONAL & COMMERCIAL BANKING
• Job Type: Regular
• Pay Type: Commission
• Posted Date: 2025-09-23

Application Deadline: 2025-10-07

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

Equal Opportunity Employment At RBC, we believe an inclusive workplace with diverse perspectives is core to our growth as one of the largest and most successful banks in the world. We are committed to fostering a workplace where employees feel supported to perform at their best, collaborate effectively, drive innovation, and grow professionally. RBC strives to deliver this through policies and programs that foster respect, belonging and opportunity for all.