Financial Planner Investment & Retirement Planning

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

Job summary

Join a leading financial institution as a Financial Planner in Woodstock, where you will create custom investment solutions for clients. Leverage your financial planning expertise and networking skills to help clients achieve their financial goals while enjoying a flexible work schedule and comprehensive rewards.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive commissions

Pension options

World-class training and career development

Dynamic, collaborative team

Flexible work schedule

Innovative mobile technology

Qualifications

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

Responsibilities

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

Join to apply for the Financial Planner Investment & Retirement Planning role at RBC

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Join to apply for the Financial Planner Investment & Retirement Planning role at RBC

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 array of investment and portfolio solutions, including mutual funds
• Acquire and consolidate existing and new-to-RBC clients and assets
• Connect clients with the right RBC team members to 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 including flexible benefits, competitive commissions, and pension options
• World-class training and career development opportunities
• Work with a dynamic, collaborative, high-performing team where initiative is recognized and rewarded
• A flexible work schedule based on client preferences 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 application deadline date above.

Inclusion and Equal Opportunity Employment

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