Financial Planner Investment & Retirement Planning

RBC; Woodstock; On-site; CAD 70,000 - 90,000; Full time

Job summary

As an RBC Investment and Retirement Planner in Woodstock, you will create custom investment solutions for clients. Supported by internal partners, you will leverage your skills in financial planning and client acquisition to help clients achieve their financial goals. This role offers a comprehensive rewards program and opportunities for career development.

Benefits

Comprehensive Total Rewards Program

World-class training and career development opportunities

Flexible work schedule

Innovative mobile technology

Qualifications

• Minimum 2 years’ experience in financial planning.
• Proven networking and client acquisition skills.

Responsibilities

• Provide tailored financial planning advice and solutions.
• Acquire and consolidate existing and new clients and assets.
• Develop external referral sources through networking.

Skills

Adaptability

Business Development

Client Centricity

Curiosity

Education

Financial Planning Designation (QAFP, PFP, or CFP)

Mutual Funds License (IFIC or CSC)

Job description

Job Summary

As an RBC Investment and Retirement Planner in the Woodstock and Ingersoll Markets, you create custom investment solutions for prospective and existing RBC clients. 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 world-class advice and solutions to help clients achieve their long-term financial goals.

What will you do?

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

What do you need to succeed?

Must-have

• 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 and ability to effectively utilize mobile applications

What’s in it for you?

We thrive on the challenge to be our best, foster progressive growth, and work together to deliver trusted advice that helps clients and communities prosper. We value support, potential, making a difference, and mutual success.

• A comprehensive Total Rewards Program including benefits, competitive commissions, and pension options.
• World-class training and career development opportunities.
• Work with a dynamic, collaborative, high-performing team where initiative and effort are recognized and rewarded.
• Flexible work schedule based on client needs and work/life balance.
• Innovative mobile technology to support your success.

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Address: 452 DUNDAS ST:WOODSTOCK

City: WOODSTOCK

Country: Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2025-05-12

Application Deadline: 2025-05-27

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

Inclusion and Equal Opportunity Employment

At RBC, we believe a diverse and inclusive workplace is key to our growth. We support our employees to perform at their best, collaborate effectively, innovate, and grow professionally, fostering a culture of respect, belonging, and opportunity for all.

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