Financial Planner, Investment Retirement Planning - Barrie

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

Job summary

A leading bank in Simcoe County is seeking an Investment and Retirement Planner to create custom investment solutions for clients. You will develop relationships and provide financial planning with unlimited earning potential. The ideal candidate will possess relevant financial designations and proven client acquisition skills. This full-time role offers excellent benefits and the opportunity to work with a dynamic team.

Benefits

Unlimited earning potential

Full benefits

World-class training program in financial services

Qualifications

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

Responsibilities

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

Skills

Financial Planning Designation (PFP or CFP)

Mutual Funds License (IFIC or CSC)

Networking skills

Client acquisition skills

Partner relationship cultivation

Job description

Job Description

What is the opportunity?

As an RBC Investment and Retirement Planner, you develop relationships with and 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 to push new investment sales helps clients achieve their long-term goals. With unlimited earning potential, you can create the future you want for yourself and for the clients you advise.

Note: The successful candidate may need to be mobile across the Barrie and Wasaga markets

What will you do?

• Provide tailor-made financial planning advice and solutions using a wide range of investment and portfolio solutions, including 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 centers of influence

What do you need to succeed?

Must-have:

• Financial Planning Designation (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

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.

• Full-time RBC employee status with unlimited earning potential and full benefits
• Work with a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Address: 53 BAYFIELD ST, BARRIE

City: Barrie

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2025-09-29

Application Deadline: 2025-11-14

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as a leading bank. We strive to deliver a workplace based on respect, belonging and opportunity for all.

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