Financial Planner. Investment & Retirement Planning - Durham Region

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

Job summary

A leading financial institution in Oshawa is seeking an experienced Investment and Retirement Planner to provide tailored financial planning solutions. This role requires a minimum of 2 years in the field and a financial planning designation. The successful candidate will have unlimited earning potential and the support of a dynamic team to help clients achieve their long-term goals.

Benefits

Full benefits

Unlimited earning potential

World-class training program

Flexible work/life balance options

Qualifications

• Licensed mutual fund sales experience of 2-3 years.
• Proven ability to cultivate strong partner relationships.

Responsibilities

• Provide tailored financial planning advice and solutions.
• Acquire and consolidate existing and new-to-RBC clients.
• Connect clients with appropriate RBC team members.

Skills

Financial Planning Designation (PFP or CFP)

Mutual Funds License (IFIC or CSC)

Networking skills

Client acquisition skills

Education

Minimum 2 years’ experience in financial planning

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 acrossour Durham Communities. Includes locations such as; Whitby, Oshawa, Port Perry.We are currently looking for individuals who have a minimum of 2-3 years of licensed mutual fund sales experience, as well as hold their Financial Planning designation (CFP or PFP) or areclose to completion. Qualified applicants will be contacted to review their resume in more detail.

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. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.

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 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

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

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
• 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 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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.