Financial Planner, Investment & Retirement Planning

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

Job summary

A leading Canadian financial institution is seeking an Investment and Retirement Planner in Windsor. This role involves creating tailored financial solutions for clients and developing new business through networking and referrals. Candidates must possess a financial planning designation and mutual funds license, with at least 2 years of relevant experience. The position offers a competitive rewards program, training, career development, and a flexible work environment.

Benefits

Comprehensive Total Rewards Programme

World-class training programmes

Flexible work schedule

Qualifications

• Demonstrated financial planning experience with a recognized designation.
• Proven ability to build and maintain client relationships.
• Skills in adapting to digital tools and technology.

Responsibilities

• Provide tailored financial planning advice and investment solutions.
• Acquire and consolidate clients and their assets.
• Develop networking opportunities to expand client base.

Skills

Financial Planning Designation (PFP® or CFP® or QAFP®)

Mutual Funds License (IFIC or CSC)

Networking and client acquisition skills

Digital Savviness and mobile applications

Education

Minimum 2 years’ experience in financial planning

Job description

Job Description

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). 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 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 Programme of flexible benefits, competitive commission structure, and pension options
• World‑class training programmes and career development opportunities
• The advantage of working with a dynamic, collaborative, and high‑performing team where initiative and hard work are recognised and rewarded
• A flexible work schedule based on client preferences and your own work/life balance
• Innovative mobile technology to ensure your success

RBC is presently inviting candidates to apply for future vacancies. Applying to this posting allows you to express your interest in future career opportunities at RBC. Qualified applicants may be contacted to review their resume in more detail.

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. 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 programmes intended to foster a workplace based on respect, belonging and opportunity for all.