Financial Planner, Investment & Retirement Planning

Royal Bank of Canada>; Windsor; On-site; CAD 70,000 - 100,000; Full time

Job summary

Join a leading financial institution as an Investment and Retirement Planner in Windsor. You will craft personalized investment strategies for clients while collaborating with an internal network. The role offers growth opportunities, a dynamic team environment, and a flexible work schedule supported by innovative technology.

Benefits

Comprehensive Total Rewards Program

Training and career development

Flexible work schedule

Qualifications

• Minimum 2 years’ experience in financial planning.
• Proven ability to build strong partner relationships.

Responsibilities

• Provide tailored financial planning advice using various investment solutions.
• Develop external referral sources through networking and marketing.

Skills

Networking

Client Acquisition

Digital Savviness

Education

Financial Planning Designation (PFP, CFP, or QAFP)

Mutual Funds License (IFIC or CSC)

Job description

Job Summary

Job Description

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the WINDSOR MARKET (please be advised, specific location is to be determined). 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 advice and solutions that help clients achieve their long-term financial goals.

What will you do?

• Provide tailored financial planning advice using our investment and portfolio solutions, including proprietary and third-party mutual funds.
• Acquire and consolidate existing and new RBC clients and assets.
• Connect clients with RBC team members to meet their needs.
• Develop external referral sources through networking and marketing.

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 build strong partner relationships
• Digital savviness and effective use of mobile applications

What’s in it for you?

We value growth, collaboration, and community impact. Our benefits include a comprehensive Total Rewards Program, training and career development, a dynamic team environment, flexible work schedule, and innovative technology to support your success.

RBCFP

Job Skills

Additional Job Details

Address: 2669 HOWARD AVE, WINDSOR

City: WINDSOR

Country: Canada

Work hours / week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2024-05-31

Application Deadline: 2025-07-03

Note: Applications accepted until 11:59 PM the day before the deadline.

Inclusion and Equal Opportunity Employment

At RBC, we promote diversity and inclusion, fostering a workplace of respect, belonging, and opportunity. We believe this drives innovation and professional growth, creating value for clients and communities.

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