Financial Planner Investment & Retirement Planning

0000050571 Royal Bank of Canada, Singapore Branch; Woodstock; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Woodstock is looking for a Financial Planner to create custom investment solutions for clients. The role requires a Financial Planning Designation and at least 2 years of experience in financial planning. You will connect clients with the right teams, managing investment solutions while leveraging networking skills to grow the client base. Competitive benefits and flexible work arrangements are provided.

Benefits

Flexible work schedule

Competitive commission structure

Career development opportunities

World-class training programs

Innovative mobile technology

Qualifications

• Minimum 2 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.

Responsibilities

• Provide tailor-made financial planning advice.
• Acquire and consolidate existing and new-to-RBC clients.
• 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

Financial Planner Investment & Retirement Planning page is loaded

Financial Planner Investment & Retirement Planning

Apply locations WOODSTOCK, Ontario, Canada time type Full time posted on Posted Yesterday time left to apply End Date: August 6, 2025 (6 days left to apply) job requisition id R-0000125950

Job Summary

Job Description

What is the opportunity?

As an RBC Investment and Retirement Planner in the Woodstock and Ingersoll Markets; you create custom investment solutions for prospective and existing RBC clients. 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 (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?

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

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:

2025-08-06

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

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About Us

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com .

We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact .