Financial Planner. Investment & Retirement Planning - Durham Region

Royal Bank of Canada>; Oshawa; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Oshawa is seeking an Investment and Retirement Planner who will deliver customized financial solutions for clients. The ideal candidate will have at least 2 years of experience in financial planning and hold a relevant designation. The role offers unlimited earning potential and a supportive work environment. Responsibilities include advising clients and building strong professional relationships.

Benefits

Full benefits

Flexible work/life balance options

Access to world-class training

Qualifications

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

Responsibilities

• Provide tailored financial planning advice using investment options.
• Acquire new clients and consolidate existing client assets.
• Connect clients with appropriate RBC team members.

Skills

Networking

Client acquisition

Financial planning

Education

Financial Planning Designation (PFP or CFP)

Tools

Mutual Funds License (IFIC or CSC)

Job description

Job Summary

Job Description

• This is an opportunity for candidates to express their interest in current and future Investment and Retirement Planner positions across our Durham Communities, including locations such as Whitby, Oshawa, and Port Perry. We are seeking individuals with a minimum of 2-3 years of licensed mutual fund sales experience, holding their Financial Planning designation (CFP or PFP) or nearing completion. Qualified applicants will be contacted for further review of their resumes.

What is the opportunity?

As an RBC Investment and Retirement Planner, you will develop relationships and create customized investment solutions for prospective and existing RBC clients. You will prospect and network actively, supported by internal partners who refer clients to you. Your creativity, motivation, and drive to generate new investment sales will enable you to provide exceptional advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can shape your future and that of your clients.

What will you do?

1. Provide tailored financial planning advice and solutions using our comprehensive range of investment and portfolio options, including proprietary and select third-party mutual funds.
2. Acquire new clients and consolidate existing client assets.
3. Connect clients with appropriate RBC team members to meet their ongoing needs.
4. Develop external business referral sources through networking, marketing, and your 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 of experience in financial planning
• Proven networking and client acquisition skills
• Ability to build strong partner relationships

Is this career right for you? Check out our video and decide for yourself!

What’s in it for you?

• Full-time RBC employee status with unlimited earning potential and full benefits
• Work with a dynamic, collaborative, and high-performing team
• Access to world-class training in financial services
• Flexible work/life balance options

Job Skills

Additional Job Details

Address: CONLIN & SIMCOE BRANCH, 43 CONLIN RD E, OSHAWA

City: OSHAWA

Country: Canada

Work hours / week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2025-07-25

Application Deadline: 2025-08-15

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

Inclusion and Equal Opportunity Employment

At RBC, we believe a diverse and inclusive workplace is key to our growth. We are committed to fostering a respectful environment where employees feel supported, collaborate effectively, and have opportunities to grow professionally. We aim to create value for our clients and communities through policies and programs that promote respect, belonging, and opportunity for all.

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